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

FP Canada announces latest QAFP exam results

The October sitting had 57 candidates

By Staff |November 30, 2023

1 min read

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

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