Millennials: Keeping goals in sight
You can motivate young clients to save, even in the face of massive student debt
- By: Beatrice Paez
- November 17, 2016 October 31, 2019
- 11:20
Latest news in Financial Planning
The boomerang effect
Millennials may need financial help from their parents, but they also need to learn lessons in order to gain independence
- By: Beatrice Paez
- November 16, 2016 October 31, 2019
- 10:50
Helping clients understand CI insurance
Ask if they can afford the costs of being critically ill
- By: Dwarka Lakhan
- November 9, 2016 October 31, 2019
- 11:45
An innovative approach to retirement asset allocation
New challenges call for out-of-the-box solutions
- November 3, 2016 November 10, 2019
- 09:00
Three new yearend tax tips for 2016
In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…
- By: Jamie Golombek
- October 26, 2016 November 9, 2019
- 09:25
How the U.S. election outcome may impact your American clients
In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…
- By: Jamie Golombek
- October 20, 2016 October 31, 2019
- 06:00
Significant changes to principal residence exemption
In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…
- By: Jamie Golombek
- October 13, 2016 November 9, 2019
- 10:15
The transition to retirement
Help your clients make the shift from accumulating wealth to living on their savings
- By: Beatrice Paez
- October 11, 2016 October 31, 2019
- 14:30
Helping your clients set goals
The first step often is separating unrealistic dreams from attainable objectives
- By: Beatrice Paez
- October 4, 2016 October 31, 2019
- 13:25
Estate disputes: keeping the peace
You can prevent or minimize conflict by holding family meetings and taking the heat for unpopular decisions
- By: Beatrice Paez
- September 21, 2016 October 31, 2019
- 10:50
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
- By: Beatrice Paez
- September 15, 2016 October 31, 2019
- 09:35
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
- By: Grant McIntyre
- September 15, 2016 October 31, 2019
- 09:30
Helping clients through a divorce
You can assist in adjusting their plans and offer perspective
- By: Beatrice Paez
- September 8, 2016 October 31, 2019
- 10:40
After the honeymoon
Help newlywed couples confront difficult issues and make them feel secure in their future
- By: Beatrice Paez
- August 17, 2016 October 31, 2019
- 09:50
Why responsible investing matters to millennials
Many young clients are as interested in a company’s community engagement as they are in returns
- By: Beatrice Paez
- August 12, 2016 October 31, 2019
- 13:10
Moving into responsible investing
Before you start branding yourself as “green” or “RI,” take the time to learn about the issues
- By: Beatrice Paez
- August 11, 2016 October 31, 2019
- 10:45
Getting millennials interested in planning
To engage young clients in the financial planning process, you need to tweak your approach
- By: Beatrice Paez
- July 4, 2016 November 9, 2019
- 10:00
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…
- By: Peter Drake
- June 27, 2016 November 9, 2019
- 14:00
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…
- By: Peter Drake
- June 23, 2016 November 9, 2019
- 05:00
Retaining assets through the wealth transfer
Build relationships with the next generations of clients
- By: Dwarka Lakhan
- June 21, 2016 October 31, 2019
- 14:40
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…
- By: Peter Drake
- June 21, 2016 November 9, 2019
- 05:00
Help clients understand the benefits of permanent insurance
The features of permanent insurance may make it worth the higher cost
- By: Dwarka Lakhan
- June 20, 2016 October 31, 2019
- 10:15
Dispel the recency bias
Keep your clients focused on their long-term goals
- By: Dwarka Lakhan
- June 16, 2016 October 31, 2019
- 11:30
Many hats, many challenges
Advisors play different roles when helping clients meet their financial objectives
- June 6, 2016 November 10, 2019
- 09:00
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…
- By: Vickie Townson
- May 26, 2016 November 9, 2019
- 16:40