Retirement – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 29 Sep 2023 13:41:14 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Retirement – Advisor's Edge https://phoenix.advisor.ca 32 32 Why aren’t more advisors incorporating home equity into retirement plans? https://phoenix.advisor.ca/retirement/retirement-news/why-arent-more-advisors-incorporating-home-equity-into-retirement-plans/ Wed, 27 Sep 2023 18:21:04 +0000 https://www.advisor.ca/?p=231195 New research looks at what's preventing advisors from recommending home equity release schemes

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]]> Workers would defer retirement if they could: StatsCan https://phoenix.advisor.ca/news/economic/workers-would-defer-retirement-if-they-could-statscan/ Tue, 01 Aug 2023 18:08:44 +0000 https://www.advisor.ca/?p=229339 Reducing hours and stress could entice older workers to stay employed, survey finds

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]]> Rising interest rates lift interest in annuities https://phoenix.advisor.ca/insurance/living-benefits/rising-interest-rates-lift-interest-in-annuities/ Thu, 13 Jul 2023 13:56:00 +0000 https://www.advisor.ca/?p=228451 Clients can see annuities as an attractive alternative to managing their own retirement investments

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]]> Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals https://phoenix.advisor.ca/tax/tax-news/why-clients-with-large-rrsps-and-rrifs-might-benefit-from-earlier-withdrawals/ Tue, 11 Jul 2023 19:23:27 +0000 https://www.advisor.ca/?p=228375 Strategic withdrawals allow clients to smooth out their income levels over retirement

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]]> Canadians’ confidence in ability to retire on time plummets: Report https://phoenix.advisor.ca/retirement/retirement-news/canadians-confidence-in-ability-to-retire-on-time-plummets-report/ Mon, 26 Jun 2023 19:31:20 +0000 https://www.advisor.ca/?p=227625 A new survey shows Canadians anticipate working an average of six years longer than they would like

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]]> Tax reforms needed to Canada’s retirement regime: C.D. Howe Institute https://phoenix.advisor.ca/tax/tax-news/tax-reforms-needed-to-canadas-retirement-regime-c-d-howe-institute/ Thu, 22 Jun 2023 20:10:57 +0000 https://www.advisor.ca/?p=227054 Study argues for providing Canadians more retirement savings room, allowing OAS/CPP deferral after 70

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]]> Canadians’ financial stress on the rise: surveys https://phoenix.advisor.ca/news/industry-news/canadians-financial-stress-on-the-rise-surveys/ Thu, 15 Jun 2023 19:08:22 +0000 https://www.advisor.ca/?p=226791 Financial planning can help ease inflation-fuelled anxiety, the research found

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]]> Inflation, interest rates weigh on Canadians’ retirement plans: survey https://phoenix.advisor.ca/news/economic/inflation-interest-rates-weigh-on-canadians-retirement-plans-survey/ Thu, 15 Jun 2023 15:47:03 +0000 https://www.advisor.ca/?p=226765 Four in 10 respondents set no money aside for retirement in the past year

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]]> Moody’s calls Franklin, Great-West deal a win-win https://phoenix.advisor.ca/news/industry-news/moodys-calls-franklin-great-west-deal-a-win-win/ Wed, 07 Jun 2023 19:21:39 +0000 https://www.advisor.ca/?p=226433 Rating agency says strategic partnership has attractive benefits for all players

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]]> CPP Investments reports 1.3% return for its latest fiscal year https://phoenix.advisor.ca/news/industry-news/cpp-investments-reports-1-3-return-for-its-latest-fiscal-year/ Wed, 24 May 2023 17:49:49 +0000 https://www.advisor.ca/?p=225867 Performance partially offset by declines in both equities and fixed income across major markets

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