An investment plan does not equal a financial plan
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
Advisors ignore this important know-your-client item to their detriment
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
Use these strategies to strengthen client relationships
Consumer confidence is key to drive behaviour
Don’t fall for clients’ demands for unsuitable investments
Investors who make honest mistakes can receive harsh penalties from the CRA
Help clients identify companies with meaningful purpose
An expert panel urged advisors to strictly adhere to a code of ethics