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Focus on Financial Planning

Keith Costello

usiness team in a meeting looking at a sheet of paper

Market trends will have a greater influence than new regulatory standards

Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice

  • April 23, 2018 April 20, 2018
  • 06:00

Cultural diversity is an opportunity

Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices

  • February 23, 2018 March 21, 2018
  • 14:30

Investor behaviour biases are still paramount

Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into

  • January 8, 2018 January 25, 2018
  • 06:00

Changes in public policy pose great risk for retirement planning

Financial planners and advisors need to factor in volatile government policy, such as changes to tax policy, when helping clients plan for retirement

  • November 6, 2017 November 6, 2017
  • 06:30
Ian Russell>
Industry Perspectives

Ian Russell

senior couple meets with advisor at home

Investors have greater need for financial advice

Recent developments reveal that having a trusted financial advisor is critically important for those seeking wealth-management providers

  • April 19, 2018 April 19, 2018
  • 06:00

Technology offers significant opportunities

Electronic wealth-management platforms could improve the prospects of small and mid-sized investment dealers

  • February 14, 2018 March 21, 2018
  • 13:55

Renovating the rulebook must be a top priority for regulators

More attention needs to be paid to enhancing market efficiency by lowering costs and lightening the regulatory burden for registrants

  • December 14, 2017 January 21, 2018
  • 06:00

Regulators must avoid unintended consequences

As a new survey reveals that investors have trust their advisors, proper steps need to be taken to ensure advisors are allowed to thrive

  • October 19, 2017 January 17, 2018
  • 06:00
Ellen Bessner>
Advisor at Risk

Ellen Bessner

High angle view of mallet eyeglasses legal book in courtroom

Regulators need improvement

Given the results of the 2018 Regulators’ Report Card, implementing a better approach may lead to a better outcome next year

  • April 16, 2018 April 18, 2018
  • 07:20

You acquired a book of business. What now?

Here are four steps to reduce the inherent risks when taking over another advisor’s business

  • March 15, 2018 March 21, 2018
  • 01:00

Legal help is critical in regulatory interview process

Lawyers may cost money, but they can help you be prepared to protect your licence, livelihood and reputation when speaking with regulators

  • February 16, 2018 February 16, 2018
  • 16:50

Beware of unforgiving and aggressive regulators

Pressures to build your business should not lead advisors to disregard compliance

  • January 17, 2018 January 25, 2018
  • 14:00
hand grabbing money bag

Act now to avoid losing out on the small business deduction in 2019

It’s important to be aware that the new rule limiting access to the small business deduction for CCPCs in 2019 is based on 2018 income

  • April 9, 2018 April 2, 2018
  • 06:00

Making sense of the new passive income rules

Budget 2018 revealed the government’s new approach to passive income in a CCPC; let’s crunch some numbers

  • March 11, 2018 March 21, 2018
  • 10:33

RRSPs remain the best choice for most clients

Although clients may be upset at having to pay taxes on their RRSP and RRIF withdrawals, RRSPs are the optimal, long-term savings vehicle for most…

  • February 9, 2018 February 9, 2018
  • 13:59

Three tax resolutions for 2018

Here are three simple tax strategies you and your clients should keep in mind for minimizing taxes this year

  • January 15, 2018 January 25, 2018
  • 07:05
Carey List>
Focus on Financial Planning

Cary List

Business economic graph and chart digital illustration

Research is critical to the financial planning profession

Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs

  • April 2, 2018 March 29, 2018
  • 06:00

Professional advice in greater need than ever

Financial planners and advisors have the skills to provide real discipline to help clients stay true to their principles in times when panic sets in

  • February 2, 2018 March 21, 2018
  • 15:31

Shaping the future of financial planning

The global Financial Planning Standards Board is focused on helping financial planners adapt to changing market dynamics and technology

  • December 3, 2017 January 17, 2018
  • 13:00

Financial planners play key role in improving financial literacy

Financial planners must be able to communicate in a manner that clients can understand, absorb and convert advice into appropriate action

  • October 9, 2017 October 9, 2017
  • 18:30