Practice

Client Confidential: Bob Lai Client Confidential: Bob Lai

Advisor's Edge

Client Confidential: Bob Lai

We talk to a proponent of the Financial Independence Retire Early movement

By Allan Janssen |November 7, 2022

3 min read

Stress-test financial plans to ease client anxieties Stress-test financial plans to ease client anxieties

Planning and Advice

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

By Rudy Mezzetta |October 27, 2022

2 min read

Curb client confusion about financial planning Fallback Image Decorative pattern

Planning and Advice

Curb client confusion about financial planning

An investment plan does not equal a financial plan

By Katie Keir |October 26, 2022

3 min read

Most employer retirement plans don’t support decumulation: report Fallback Image Decorative pattern

Planning and Advice

Most employer retirement plans don’t support decumulation: report

Less than 5% of pension programs administered by the largest insurance companies offer decumulation options, finds the C.D. Howe Institute

By Staff |October 25, 2022

2 min read

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