Planning and Advice

Planning and Advice

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver |July 19, 2023

4 min read

Planning and Advice

Canadians’ confidence in ability to retire on time plummets: Report

A new survey shows Canadians anticipate working an average of six years longer than they would like

By Staff |June 26, 2023

2 min read

Planning and Advice

How to conduct a great job interview

Tips for identifying the right assistant or associate

By Todd Humber |June 9, 2023

3 min read

Planning and Advice

How to improve responsible investing conversations with clients

There’s more to ESG discussions than asking investors what they want to avoid

By Greg Meckbach |June 8, 2023

3 min read

Planning and Advice

Clients want to save for kids’ education but don’t know how

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

By Staff |June 6, 2023

1 min read

Planning and Advice

How to manage an advisory team

Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

By Melissa Shin |June 6, 2023

3 min read

Planning and Advice

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

By Melissa Shin |May 29, 2023

2 min read

Planning and Advice

Investors flock to loudest, least skilled voices on social media, finds research

A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

By Mark Burgess |May 9, 2023

2 min read

Planning and Advice

Client satisfaction tumbles with markets: J.D. Power

Lack of personalized advice created a void filled by negative returns, the latest survey says

By Staff |May 2, 2023

2 min read

Planning and Advice

Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says

Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

By Allan Janssen |April 26, 2023

2 min read

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