Planning and Advice

Understanding clients means helping them feel in control

Applying lessons from the marketing world to financial advice

By Sam Sivarajan |December 20, 2023

3 min read

Planning and Advice

FP Canada announces latest QAFP exam results

The October sitting had 57 candidates

By Staff |November 30, 2023

1 min read

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Ben Felix |November 28, 2023

4 min read

Planning and Advice

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got |November 27, 2023

3 min read

Estate Planning

Boomers and millennials have different ideas about inheritance

Parents intend to leave a much greater inheritance than their children expect, survey says

By Staff |November 7, 2023

1 min read

Planning and Advice

How our five brains affect financial advice

Understanding how decisions are made can make us better advisors

By Sam Sivarajan |October 23, 2023

3 min read

Planning and Advice

What to do when a client leaves

Finding the reason can help an advisor improve their practice

By Todd Humber |October 6, 2023

3 min read

Estate Planning

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta |October 3, 2023

4 min read

Planning and Advice

Why aren’t more advisors incorporating home equity into retirement plans?

New research looks at what's preventing advisors from recommending home equity release schemes

By Mark Burgess |September 27, 2023

2 min read

Planning and Advice

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds

By Michelle Schriver |September 13, 2023

6 min read

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