Investment Executive heads to Ottawa to report from the 15th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from May 28 to 31. Photo copyright: chiyacat/123RF.June 6, 2017
Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the profession needs to define common guidelines.
Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.
Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
Myles Zyblock expects to see a broad-based improvement in corporate earnings this year, primarily driven from Europe
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans on clients’ lives.
Sébastien Lavoie, chief economist, economic research and strategy, Laurentian Bank Securities, forecasts significant improvement in the Canadian and global energy sectors.
The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.