Tags » Managing Wealth

Confronting the ‘wonderful’ problem of the too-large RRSP

Compared to the wealth-accumulation years, the “work optional” years leading up to full retirement can be fraught with trade-offs and difficult decisions.

When you’re a salaried employee, building wealth is straightforward: you simply set up a pre-authorized chequing (PAC) arrangement and divert part of your regular paycheque to savings, whether that be a Registered Retirement Savings Plan (RRSP), a Tax-free Savings Account (TFSA) or both. 805 more words

Managing Wealth

World's rich confident of navigating global risk 'without so much as a dent' in their finances

The global economic, financial and political landscape has never been shakier, but the world’s rich are confident they can steer through the fog of uncertainty in the coming year “without so much as a dent in their finances,” a survey showed on Wednesday. 351 more words

Managing Wealth

Who will help you plan for retirement — a robot or a cyborg?

ANALYSIS

CHICAGO — Who will help you plan for retirement — a robot or a cyborg?

Pundits have been saying for some time now that the future belongs to “robo-adviser” – automated portfolio services that use algorithms to manage investments. 699 more words

Personal Finance

'You should do it right': More couples are signing postnuptial agreements despite being on shakier ground

He cheats. She wants a divorce. He pleads for forgiveness. She’ll stay, for a price: If they ever do divorce, she wants the house, the car, and a hefty slice of their other assets. 781 more words

Managing Wealth

Wealthsimple targeting older U.S. demographic due to student loan debt, says CEO

TORONTO — Three months after expanding its millennial-targeted robo-adviser service to the United States, Wealthsimple is now seeking to capture an older demographic south of the border due to the burden of student loan debt there. 310 more words

SP6

Big hedge funds see assets shrink for the first time since financial crisis: Billion Dollar Club survey

BOSTON — Assets managed by the largest hedge funds slipped last year, marking the first calendar year decline since the financial crisis, according to a new survey by data and news provider Hedge Fund Intelligence. 268 more words

SP6

Private equity eyes your nest egg, but faces challenges getting at normal people's money

Private equity firms are good at solving complex problems. What’s stumping them? Normal people.

Five years ago, Carlyle Group LP’s David Rubenstein predicted a future where ordinary savers would be able to invest in private equity, an industry limited to wealthy individuals and institutions. 1,393 more words

Personal Finance