Planning and Advice

How to handle retirement spending

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.

By Dean DiSpalatro |February 7, 2014

1 min read

Don’t discount Gen Y

Last year, I got married and my husband and I bought a condo. Our lavish wedding, and the down payment for our home, was funded largely by savings, along with some generosity from our families. Even though we pulled it off, not all your Gen Y clients will be as lucky.

By Suzanne Sharma |February 7, 2014

3 min read

How to wow clients

Editorial: To impress clients, go against your self-interest.

By Melissa Shin |February 7, 2014

2 min read

Advisor confidential | Susan Carson

Investment Advisor, The Carson Advisory Group, CIBC Wood Gundy

By Kanupriya Vashisht |February 7, 2014

2 min read