News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
Re-evaluating retirement income
By Michelle Schriver |May 11, 2021
3 min read
Tips for serving clients of all ages
October 25, 2019
6 min read
Industry
More than half cite retirement as their top financial goal, finds a report.
By Staff |November 7, 2017
1 min read
The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]
By Staff |December 1, 2016
2 min read
Do not adjust your sets—RCAs are back
By Pierre Ghorbanian |April 8, 2016
4 min read
Market Insights
The aging population represents a headwind for the Canadian economy.
By Sarah Cunningham-Scharf |November 12, 2015
Economic Indicators
They should pay more to help the U.S. economy -- either through higher taxes or lower benefits, says one writer.
November 9, 2015
The past few months, I’ve noticed a telling trend: the average overpayment for houses in my neighborhood far exceeds what I paid
By Philip Porado |May 8, 2015
While most middle-income boomers in the U.S. have a hairdresser (73%), mechanic (66%), or handyman (52%), only 41% use a financial professional.
By Staff |November 11, 2014
Many Canadians in the sandwich generation are worried about retirement savings.
By Staff |August 12, 2014
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