Millennials see retirement and financial planning differently than other generations
Financial planners and financial advisors need to understand millennials’ preferences to gain their trust and business
Latest news in Keith Costello
Listening is key to conversation
Financial advisors can build deeper connections with clients by using active listening skills
- By: Keith Costello
- September 20, 2019 November 16, 2019
- 10:50
Vulnerable clients need special care and due diligence
Financial advisors should be aware of how to identify and engage effectively with vulnerable clients
- By: Keith Costello
- August 7, 2019 November 16, 2019
- 17:02
Deciphering Ontario’s Financial Professionals Title Protection Act
Financial planners and advisors should be aware that the act may go beyond title protection
- By: Keith Costello
- May 31, 2019 November 16, 2019
- 15:54
Helping clients avoid market groupthink
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
- By: Keith Costello
- April 23, 2019 November 16, 2019
- 15:43
Harmonization is the key to reducing regulatory load
Multiple rules and regimes mean increased costs for advisors, planners and clients
- By: Keith Costello
- February 11, 2019 November 16, 2019
- 06:00
Traditional retirement planning may not meet Canadians’ needs
Financial planners and financial advisors need to re-evaluate retirement planning processes to ensure they resonate with their clients
- By: Keith Costello
- December 3, 2018 November 16, 2019
- 05:30
Entrepreneurs need help with their retirement planning
Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients
- By: Keith Costello
- October 9, 2018 November 16, 2019
- 06:00
A winning strategy for clients’ retirement plans
Investing in elite businesses that pay steady and rising dividends has proven to be a strategy that works
- By: Keith Costello
- August 13, 2018 November 16, 2019
- 06:00
Should cryptocurrencies be in a client’s portfolio?
Financial planners and financial advisors need to understand the benefits and drawbacks of this new digital asset class
- By: Keith Costello
- June 17, 2018 November 16, 2019
- 19:00
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
- By: Keith Costello
- April 23, 2018 November 16, 2019
- 06:00
Cultural diversity is an opportunity
Financial planners and financial advisors who embrace a cultural diversity strategy will realize growth in their practices
- By: Keith Costello
- February 23, 2018 November 16, 2019
- 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
- By: Keith Costello
- January 8, 2018 November 16, 2019
- 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
- By: Keith Costello
- November 6, 2017 November 16, 2019
- 06:30
Speak softly to your clients
Financial planners and financial advisors need to embrace soft skills to succeed in the future
- By: Keith Costello
- September 10, 2017 November 16, 2019
- 17:00
Banning embedded commissions may not be the holy grail for investors
Ethics and disclosure are key to whatever compensation model financial planners and financial advisors employ
- By: Keith Costello
- July 17, 2017 November 16, 2019
- 05:00
Expert Committee misses the mark on the regulation of financial planning
Financial planners need to continue to lobby for their regulation as a profession in law
- By: Keith Costello
- May 23, 2017 November 16, 2019
- 05:00
Effective interventions for increasing saving behaviour
Financial planners and financial advisors can use behavioural psychology enabled by technology to help clients save more for retirement
- By: Keith Costello
- March 27, 2017 November 16, 2019
- 06:00
Consider time-series momentum investing for your clients
This strategy rectifies the pitfalls of the traditional cross-sectional momentum investing approach
- By: Keith Costello
- January 30, 2017 November 16, 2019
- 06:00
Does the MFDA’s new rule on titles provide more clarity or confusion?
Financial planners and advisors need to take note of this new proposed rule when deciding on what financial planning designation to earn
- By: Keith Costello
- December 4, 2016 November 16, 2019
- 18:00
The “great” wealth transfer: An opportunity or threat?
Financial planners and financial advisors need to have a strategic plan to deal with the massive inheritance baby boomers will receive or risk losing AUM
- By: Keith Costello
- October 11, 2016 November 16, 2019
- 05:00
Will financial advice be demonetized to zero?
As fintech revolutionizes the delivery and cost of financial advice, financial planners and financial advisors will need to embrace technology
- By: Keith Costello
- August 15, 2016 November 16, 2019
- 06:30
Proposed CSA reforms to change delivery of investment advice
Financial planners and advisors who are securities registrants will need to use financial planning principles to deliver investment advice
- By: Keith Costello
- June 20, 2016 November 16, 2019
- 05:00
Will the Ontario Expert Committee’s policy recommendations succeed?
Financial planners and financial advisors need consistent implementation of some key policy recommendations
- By: Keith Costello
- April 25, 2016 November 16, 2019
- 05:00
Equity crowdfunding is a growing investment option
Financial planners and financial advisors can help clients understand the investment and regulatory rules of equity crowdfunding
- By: Keith Costello
- February 29, 2016 November 16, 2019
- 06:00