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
Latest news in Financial Planning
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
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…
- By: Robert Armstrong
- May 24, 2016 November 9, 2019
- 14:15
Guide clients through key retirement decision
Deciding where to live in retirement is a matter of identifying priorities
- By: Fiona Collie
- May 20, 2016 November 9, 2019
- 09:15
How much insurance does your client need?
You must have a complete picture of your client’s personal situation
- By: Dwarka Lakhan
- May 19, 2016 October 31, 2019
- 11:35
When risk aversion becomes risky
Advisors are key to putting anxious investors back on track
- May 9, 2016 November 10, 2019
- 09:00
Explaining the importance of DI
Ask your clients how they would survive a sudden loss of income
- By: Dwarka Lakhan
- May 4, 2016 October 31, 2019
- 14:15
The break-up: When clients get divorced
Meet with both spouses first, and remain objective
- By: Dwarka Lakhan
- April 22, 2016 October 31, 2019
- 11:15
Helping clients understand the costs associated with aging
Some expenses go down; some go up
- By: Dwarka Lakhan
- April 18, 2016 October 31, 2019
- 13:30
Why you should discuss long-term care costs with clients
Most Canadians think government programs will cover LTC
- By: Dwarka Lakhan
- April 14, 2016 October 31, 2019
- 10:10
Involve women in financial decisions
When dealing with couples, make sure both partners are equal participants
- By: Kat Shermack
- April 12, 2016 October 31, 2019
- 09:50
Wealth-transfer speed bumps
Navigating the variables that could affect clients’ inheritances
- By: Dwarka Lakhan
- April 1, 2016 October 31, 2019
- 11:50
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…
- By: Peter Drake
- March 30, 2016 November 9, 2019
- 11:45
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…
- By: Peter Drake
- March 22, 2016 November 9, 2019
- 06:00
Exploring your clients’ relationship with money
The better you know your clients, the more prepared you’ll be for unplanned decisions
- By: Dwarka Lakhan
- March 18, 2016 October 31, 2019
- 10:15
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…
- By: Peter Drake
- March 16, 2016 November 9, 2019
- 05:00
Realities of Retirement: Four tips for clients
- By: Peter Drake
- March 9, 2016 November 9, 2019
- 06:00
Five important facts about TFSAs to share with your clients
TFSAs are among the most useful investment and tax-planning tools
- By: Dwarka Lakhan
- February 25, 2016 October 31, 2019
- 15:00