Planning and Advice

Should retirement age eligibility be based on life expectancy?

If the age of eligibility gets raised, pre-retirement planning could get harder

By Staff |May 3, 2017

2 min read

Are clients being pushed into fee-based accounts unnecessarily?

IIROC's message is clear: "disclosure alone is not sufficient to address conflicts."

By Katie Keir |April 27, 2017

5 min read

‘We’re not replacing advisors with robots’: National Bank on Nest Wealth deal

Why it's smart to invest in fintech, and why most firms are taking it slow

By Katie Keir |April 27, 2017

5 min read

Help clients report all their taxable benefits

The T4 and T4A aren’t perfect. While taxpayers rely on these slips, and expect them to contain a straightforward listing of salary, benefits and related withholdings, sometimes employers make mistakes.

By Philip Porado |April 27, 2017

3 min read