The Globe and Mail
July 7, 2025.
In her latest article, Diana Orlic, Senior Investment Advisor at Richardson Wealth, discusses how dual-income, no-kids (DINK) clients can address the risk of “lifestyle inflation,” “undersaving,” and planning for retirement and contributions to RRSPs and TFSAs.
She also explores how some clients are choosing “donor-advised funds” or gifts to extended family members.
*Globe Advisor subscription required.
2025
Quebec’s iA Financial scoops up independent wealth manager RF Capital
July 28, 2025 - Dave Kelly: iA will allow the company to “unlock powerful opportunities across technology, product innovation, and operational scale — enhancing the…
2025
iA Financial Corporation to acquire RF Capital Group Inc.
iA Financial Corporation Inc. and RF Capital Group Inc. announced today that they have entered into a definitive agreement, pursuant to which iA will acquire…
2025
What advisors need to know before adopting SMAs and UMAs
July 21, 2025 - Susan O’Brien explains how separately managed accounts and unified managed accounts can allow advisors to delegate security selection while managing overall…