Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their knowledge of the latest thinking about planning for very long lives. This includes carefully calibrated portfolios with guaranteed income components that also use equities to fight inflation
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
The gap between retirement and end of life is growing, and many clients want products that will ensure they never run out of money
Single-parent families, retirees and immigrants face the toughest challenges when it comes to owing more than they earn
Their contributions have made an important impact in helping to build this profession and advance financial planning
12 submissions from CFP professionals chosen
The key to communicating with clients during a time of market upheaval is to be proactive and empathetic
Couples may have options for reducing taxes by keeping mandatory RRiF withdrawals low
A slumping share price has some investors concerned
Planners suggest looking carefully at actual client liabilities and needs before using riders for additional coverage