Practice

What’s threatening your clients’ retirement plans

Accumulating a hefty retirement fund isn’t a piece of cake in today’s world. But as this month’s round-up makes clear, sometimes clients are their own worst enemies. Read on for a look at behavioural tendencies and other factors that can endanger retirement plans.

By Camilla Cornell |May 25, 2015

2 min read

A new way to explain decumulation

To explain decumulation to clients, ask them to picture a house, explains Don Ezra, director emeritus, global investment strategy, at Russell Invetsments.

By Staff |May 20, 2015

1 min read

Warn clients about Starbucks card hack

You might ask for non-fat milk in your coffee, but some customers at Starbucks who use online gift cards say they’ve been victims of a different kind of skim.

By Staff |May 15, 2015

1 min read

Help an elderly client bequeath valuable land

Cancer diagnosis means a client needs to fast-track her decision on whom to leave the land to—and how.

By Dean DiSpalatro |May 15, 2015

10 min read