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
Latest news in Financial Planning
“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
B.C. Child Opportunity Benefit a centrepiece of provincial budget
The new program will provide almost $400 million a year to about 290,000 families
- By: Canadian Press
- February 20, 2019 October 31, 2019
- 08:40
Canadians boost RRSP holdings
Cautious investors represent an opportunity for advisors
- By: IE Staff
- January 29, 2019 October 31, 2019
- 13:52
Financial planning’s persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical
- By: Fiona Collie
- January 21, 2019 November 6, 2019
- 00:05
Half of working-age women worry they won’t have enough in retirement
43% of men have the same concern
- By: IE Staff
- January 8, 2019 October 31, 2019
- 12:50
CRA updates child-related tax folios
Revised folios provide tax guidance for clients who are parents, students or parents of students
- By: Melissa Shin
- December 17, 2018 October 31, 2019
- 13:00
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
- By: Michelle Schriver
- December 10, 2018 October 31, 2019
- 12:30
FPSC unveils new FP Canada details, introduces QAFP designation
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
- November 26, 2018 October 31, 2019
- 12:56
TFSA annual contribution limit rises to $6,000
The cumulative TFSA contribution limit in 2019 will be $63,500
- By: Rudy Mezzetta
- November 19, 2018 October 31, 2019
- 13:45
Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
- By: Anne-Marie Vettorel
- November 15, 2018 October 31, 2019
- 13:55
Wealthy millennials will reshape philanthropic giving
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
- By: Anne-Marie Vettorel
- November 13, 2018 October 31, 2019
- 11:40
Advocis puts new spin on financial literacy
Website and podcast timed with the opening week of Canada’s Financial Literacy Month
- By: Anne-Marie Vettorel
- November 7, 2018 October 31, 2019
- 12:30
November is Financial Literacy Month
IFSE launches Tip of the Day awareness campaign
- By: Anne-Marie Vettorel
- November 1, 2018 October 31, 2019
- 14:30
CRA increases maximum pensionable earnings for the CPP
The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…
- By: IE Staff
- November 1, 2018 October 31, 2019
- 10:00