Home Building Your Business Financial Planning

Latest news in Financial Planning

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

Debt management the biggest priority for Canadians: BMO poll

Helping clients understand the costs associated with aging

Some expenses go down; some go up

Why you should discuss long-term care costs with clients

Why you should discuss long-term care costs with clients

Most Canadians think government programs will cover LTC

Advice needed on retirement income strategies, report finds

Involve women in financial decisions

When dealing with couples, make sure both partners are equal participants

Advice needed on retirement income strategies, report finds

Wealth-transfer speed bumps

Navigating the variables that could affect clients’ inheritances

How much do clients really need to save?

How much do clients really need to save?

In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much…

Five ways millennials are different and how to engage them

Five ways millennials are different and how to engage them

in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He…

Exploring your clients’ relationship with money

The better you know your clients, the more prepared you’ll be for unplanned decisions

Four reasons clients don’t save for retirement and how to help

Four reasons clients don’t save for retirement and how to help

In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients…

Realities of Retirement: Four tips for clients

Realities of Retirement: Four tips for clients

Tax-Free Savings Accounts (TFSAs)

Five important facts about TFSAs to share with your clients

TFSAs are among the most useful investment and tax-planning tools