Practice

Purpose-driven sustainable withdrawal rate

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

June 5, 2014

13 min read

New CE course from retirement guru Jim Otar

Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If you think the old "4% rule" is the ticket, think again.

By Staff |June 5, 2014

1 min read

The ABCs of cash flow planning: V is for Variable

Each week, we look at the ABCs of cash flow management.

|June 2, 2014

2 min read

Out-maneuver procrastination

There are always office tasks—whether it’s compliance forms or calling back that tetchy client—that tend to fall to the bottom of an advisor’s to-do list.

By Staff |June 2, 2014

1 min read