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The transition to retirement

Help your clients make the shift from accumulating wealth to living on their savings

OSC reviews RESP providers

Helping your clients set goals

The first step often is separating unrealistic dreams from attainable objectives

Estate planning: Common issues to look out for

Estate disputes: keeping the peace

You can prevent or minimize conflict by holding family meetings and taking the heat for unpopular decisions

Top taxfilers see incomes rise

Help newly wealthy clients make disciplined financial decision

Here are some steps you can take to aid a client who has come into sudden wealth avoid mismanaging his or her newfound fortunes

Baseball great Cal Ripken’s lessons for financial planners

The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career

Helping clients through a divorce

You can assist in adjusting their plans and offer perspective

Five misconceptions about millennial clients

After the honeymoon

Help newlywed couples confront difficult issues and make them feel secure in their future

Contributing to post-secondary tuition builds confidence: poll

Why responsible investing matters to millennials

Many young clients are as interested in a company’s community engagement as they are in returns

RBC GAM moves SRI funds to Vision Funds

Moving into responsible investing

Before you start branding yourself as “green” or “RI,” take the time to learn about the issues

Five misconceptions about millennial clients

Getting millennials interested in planning

To engage young clients in the financial planning process, you need to tweak your approach

Wealth transfer: Advisors need to help open lines of communication

Wealth transfer: Advisors need to help open lines of communication

In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how…

Estate Planning: The in-between time

Estate Planning: The in-between time

In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses…

Top taxfilers see incomes rise

Retaining assets through the wealth transfer

Build relationships with the next generations of clients

New demands on boomers pressure legacy and retirement plans

New demands on boomers pressure legacy and retirement plans

In part one of a three-part series, “Fresh perspectives on estate planning”, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives…

Insurers experiencing big drop in sales this year

Help clients understand the benefits of permanent insurance

The features of permanent insurance may make it worth the higher cost

Transition to shorter T+2 settlement now underway

Dispel the recency bias

Keep your clients focused on their long-term goals

CIFPs 2016: Knowing values key to a fulfilling retirement

CIFPs 2016: Knowing values key to a fulfilling retirement

Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses…

CIFPs 2016: Three strategies for successful investing in retirement

CIFPs 2016: Three strategies for successful investing in retirement

Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return…

Debt management the biggest priority for Canadians: BMO poll

Guide clients through key retirement decision

Deciding where to live in retirement is a matter of identifying priorities

Insurers experiencing big drop in sales this year

How much insurance does your client need?

You must have a complete picture of your client’s personal situation

Explaining the importance of DI

Ask your clients how they would survive a sudden loss of income

The break-up: When clients get divorced

Meet with both spouses first, and remain objective