The Conference Board’s got good news for financial advisors
Several recent reports from the Conference Board of Canada regarding retirement planning suggest financial advisors have a big opportunity in front of them.
The Feds go to bat for Canadian families
The Harper government delivers average annual tax savings of $1,140 for Canadian couples with kids. The additional disposable income should be a boon for financial advisors.
Most read: Canada’s oldest financial advisor firm bulking up
What the banks can’t offer independents.
Oxfam calls for a tax of 1.5% on wealth over $1 billion
The global charity suggests such a tax would raise $74 billion. Never mind which side of the fence you sit, it does beg the question: Are you and your clients philanthropic enough?
Pro athletes turn to annuities to fund retirement
Annuities, which are often misunderstood, can be an excellent way to fund the retirement of clients generating significant income over a short career.
Also read: A lesson in how not to handle a conference on fiduciary duty
Head of RBC Wealth Management in the U.S. loses bank's stake in world’s largest IPO.
The banks or boutiques: who wins in the family office?
A relatively unknown commodity in Canada as recently as five years ago, this newfangled concept is growing in stature due to the proliferation of the rich and super-rich.
ETFs aren’t nearly as popular in Canada
Canadians apparently like to pay higher fund management fees than investors in the U.S.
Never let ‘em see you sweat…the loonie’s drop
If falling oil prices have advisors scrambling for ways to shield their clients, what hedge against the loonie’s own drop have they come up?
Digital wallets: should advisors care?
With the growing popularity of Apple Pay and other digital wallets, the temptation to tap, tap, tap, is overwhelming. Is it time to sit your clients down for ‘the talk,’ no matter how experienced they are?