Advisors can now have deeper conversations with their clients about estate planning, says RBC exec
A recent court case illustrates the risks that come with longer lives
More clients with short life expectancies may be able to qualify
Statistics Canada data shows 70% of caregivers in 2018 were supported but that some need additional help
Many are making sacrifices to juggle their responsibilities with their daily routines
Survey respondents worried about postponing retirement, being unable to pay off debt
What to do when income isn’t enough
Advisory challenges of financial abuse and dementia
In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."
Six recommendations to help firms, advisors and clients