Financial Planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 09 Sep 2022 15:04:42 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial Planning – Investment Executive https://www.investmentexecutive.com 32 32 Advisors need to help clients find purpose in retirement https://www.investmentexecutive.com/building-your-business/client-communications/advisors-need-to-help-clients-find-purpose-in-retirement/ Fri, 09 Sep 2022 15:04:42 +0000 https://www.investmentexecutive.com/?p=451007 Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

The post Advisors need to help clients find purpose in retirement appeared first on Investment Executive.

]]> Securing credit in a rising-rate environment https://www.investmentexecutive.com/building-your-business/financial-planning/securing-credit-in-a-rising-rate-environment/ Fri, 17 Jun 2022 14:00:46 +0000 https://www.investmentexecutive.com/?p=446548 You and your clients may need to get creative in brainstorming strategies for borrowing

The post Securing credit in a rising-rate environment appeared first on Investment Executive.

]]> How to help clients plan for career changes https://www.investmentexecutive.com/building-your-business/financial-planning/how-to-help-clients-plan-for-career-changes/ Mon, 04 Apr 2022 19:38:15 +0000 https://www.investmentexecutive.com/?p=442099 Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

The post How to help clients plan for career changes appeared first on Investment Executive.

]]> Tips for surviving next year’s RRSP season https://www.investmentexecutive.com/building-your-business/tips-for-surviving-next-years-rrsp-season/ Thu, 24 Feb 2022 21:11:16 +0000 https://www.investmentexecutive.com/?p=439919 If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

The post Tips for surviving next year’s RRSP season appeared first on Investment Executive.

]]> Planning is key to securing digital assets https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/planning-is-key-to-securing-digital-assets/ Mon, 30 Aug 2021 04:07:00 +0000 https://www.investmentexecutive.com/?p=427148 Clients should take inventory of all online accounts as their first step in creating a digital estate plan

The post Planning is key to securing digital assets appeared first on Investment Executive.

]]> “Light planning” could expand access to financial advice https://www.investmentexecutive.com/news/industry-news/light-planning-could-expand-access-to-financial-advice/ Thu, 29 Apr 2021 22:47:08 +0000 https://www.investmentexecutive.com/?p=420871 Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

The post “Light planning” could expand access to financial advice appeared first on Investment Executive.

]]> Cost control is paramount during uncertain markets, say advisors https://www.investmentexecutive.com/building-your-business/financial-planning/cost-control-is-paramount-during-uncertain-markets-say-advisors/ Mon, 09 Nov 2020 21:46:24 +0000 https://www.investmentexecutive.com/?p=410627 Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

The post Cost control is paramount during uncertain markets, say advisors appeared first on Investment Executive.

]]> Positioning portfolios for a slowdown https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/positioning-portfolios-for-a-slowdown/ Fri, 17 Jan 2020 05:05:00 +0000 https://www.investmentexecutive.com/?p=393550 Should clients stay the course, exit the market or review their asset mix?

The post Positioning portfolios for a slowdown appeared first on Investment Executive.

]]> Potential effects of the new degree requirement for CFPs https://www.investmentexecutive.com/building-your-business/financial-planning/potential-effects-of-the-new-degree-requirement-for-cfps/ Mon, 26 Aug 2019 19:36:31 +0000 https://www.investmentexecutive.com/?p=386168 A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022

The post Potential effects of the new degree requirement for CFPs appeared first on Investment Executive.

]]> Report reveals Canadians’ weak knowledge of retirement income https://www.investmentexecutive.com/news/industry-news/report-reveals-canadians-weak-knowledge-of-retirement-income/ Mon, 13 May 2019 16:55:31 +0000 https://www.investmentexecutive.com/?p=381776 Employer plans, OAS and GIS were the least understood topics

The post Report reveals Canadians’ weak knowledge of retirement income appeared first on Investment Executive.

]]>