Men are not only from Mars and women are from Venus but the two sexes apparently live into two different timelines as well: the future and the present. According to a study conducted by BlackRock’s iShares business in Canada, Male investors live for the present while cautious female investors are looking ahead to the future. […]
If you think the current low-growth/low-rate environment is hard on clients in their accumulation phase of life, think about what it means to retirees. Traditionally, retirees could count on interest payments from bonds to fund their retirement, but short-terms interest rates have been in the toilet for over a decade now, leaving few new opportunities […]
Life goes by so fast. Believe it or not but the oldest of the Baby Boomers are set to turn 65 in 2011. This will trigger the beginning of a rising wave of retirements that will peak within the next two decades. This global trend towards retirement is even more significant in Canada where the […]
RBC and the University of Waterloo have joined forces on a retirement planning and retirement living report. The ‘Your Future by Design Retirement Research’ report released today blends academic research with financial knowledge to develop practical retirement solutions and advice. The highlight of the report is the notion that Canadians need to understand not only […]
That great rush of enthusiastic investors who found 24-hour financial networks, the Internet and their 40th birthday all in the same decade are now retiring. So are the proud, fierce tribes of financial advisors who sprung from that demographic and prospered.
Every RRSP season, we try to think up clever campaigns in an effort to mine retirement assets—I like to call it the Old Rush.
Latté or buzz juice? Health drink or tea? A client’s choice speaks volumes about the generational landscape.
Besides what TV program is on at noon, the big question for soon-to-be retirees is how much money they will need to survive in their golden years.
Buying a practice or a book of business isn’t as simple as signing on the dotted line. If you want to make sure you’re getting the right deal, it’s mandatory that you conduct due diligence. But what exactly is due diligence and why does it need to be performed?