Latest news in Financial Planning
Take a generation-specific approach to financial planning: KPMG
43% of Canadians found it hard to see the value of a financial plan: KPMG
- By: Jonathan Got
- October 8, 2025 October 8, 2025
- 07:00
Advising a client in a new relationship
Pay attention to financial compatibility, debt and spousal definitions
- By: Jonathan Got
- August 21, 2025 August 21, 2025
- 14:31
Rethinking money management for those with ADHD
Focused sessions and visual tools helps this financial planner guide clients
- By: Jordan Maxwell
- August 19, 2025 August 19, 2025
- 15:34
Alternative investments can support a pension-style portfolio for high-net-worth clients
But due diligence and relative weighting matter
- By: Alisha Hiyate
- July 1, 2025 July 2, 2025
- 09:17
Serving the suddenly high-net-worth
Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy
- By: Alisha Hiyate
- June 30, 2025 July 10, 2025
- 12:00
Financial planning for kids with disabilities
A personal story about the role financial advisors play in support of parents like me
- By: Liz Lepore
- April 25, 2025 April 25, 2025
- 11:23
What you need to know about RESP decumulation
If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty
- By: Jonathan Got
- March 4, 2025 March 5, 2025
- 12:22
Help your client address the volatility of equity compensation
Assessing income sources, diversifying are key
- By: Jonathan Got
- May 14, 2024 May 14, 2024
- 14:53
Advisors need to help clients find purpose in retirement
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
- By: Daniel Calabretta
- September 9, 2022 September 9, 2022
- 11:04
Securing credit in a rising-rate environment
You and your clients may need to get creative in brainstorming strategies for borrowing
- By: Daniel Calabretta
- June 17, 2022 June 15, 2022
- 10:00
How to help clients plan for career changes
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
- By: Daniel Calabretta
- April 4, 2022 April 4, 2022
- 15:38
Tips for surviving next year’s RRSP season
If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023
- By: Daniel Calabretta
- February 24, 2022 February 24, 2022
- 16:11
Planning is key to securing digital assets
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
- By: Maddie Johnson
- August 30, 2021 August 30, 2021
- 00:07
“Light planning” could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
- By: Melissa Shin
- April 29, 2021 April 29, 2021
- 18:47
Cost control is paramount during uncertain markets, say advisors
Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations
- By: Mark Burgess
- November 9, 2020 November 9, 2020
- 16:46
Positioning portfolios for a slowdown
Should clients stay the course, exit the market or review their asset mix?
- By: Dwarka Lakhan
- January 17, 2020 January 17, 2020
- 00:05
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
- By: Michelle Schriver
- August 26, 2019 October 31, 2019
- 15:36
Report reveals Canadians’ weak knowledge of retirement income
Employer plans, OAS and GIS were the least understood topics
- By: IE Staff
- May 13, 2019 October 31, 2019
- 12:55
Advisors top list of retirement planning tools: survey
But advisors aren’t as popular with Gen X investors
- By: IE Staff
- May 13, 2019 October 31, 2019
- 10:30
Singles: A growing demographic
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
- By: Leah Golob
- May 3, 2019 November 6, 2019
- 00:12
The budget and your clients
Feds create new annuity options, enhance Homebuyers’ Plan
- By: IE Staff
- April 5, 2019 October 31, 2019
- 10:27
On deadline: Tax tips
Even if you don't prepare your clients' taxes, you can help with these pointers
- By: Dwarka Lakhan
- April 5, 2019 November 6, 2019
- 10:08
After the rush: Post-RRSP reviews
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
- By: Dwarka Lakhan
- March 8, 2019 November 6, 2019
- 15:11
Many women put their retirements at risk making financial sacrifices
By their late 50s, women have saved approximately half of what men have saved
- By: IE Staff
- February 21, 2019 October 31, 2019
- 11:30