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Advisors must dig deeper to support clients’ financial health

Financial advisors need to get explicit numbers on a client’s financial health if clients are to cut down on spending an…

INVESTMENT | May 11 2022 10:36AM
Canadians accelerating retirement

Thirty per cent of pre-retirees intend to change their retirement date because of the pandemic, found a new RBC Insuranc…

LIFE INSURANCE | May 10 2022 10:10AM
Millennials value financial advice

Natixis Investment Managers published a new report showing that Millennial clients are more likely that their Gen X or B…

SOCIETY | May 09 2022 10:43AM
Financial planning projection assumption guidelines released

FP Canada and the IQPF jointly released the 2022 Projection Assumption Guidelines and Addendum for professional financia…

INVESTMENT | April 29 2022 10:05AM
Title protection: Regulator to focus on education over enforcement in first year

The Financial Services Regulatory Authority of Ontario (FSRA) discussed details of its new title protection framework at…

SOCIETY | April 26 2022 02:40PM
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Fund fees delay investors’ retirement

People who invest in individual funds must wait longer to retire than group plan participants, a Mercer Canada study fin…

SOCIETY | March 08 2022 10:37AM
Regulator releases title protection application guidance

The Financial Services Regulatory Authority of Ontario released two related guidance documents explaining the applicatio…

SOCIETY | March 02 2022 10:13AM