Fee-only financial planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 10 Nov 2023 19:21:09 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Fee-only financial planning – Investment Executive https://www.investmentexecutive.com 32 32 Ottawa advisor values independence https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/ottawa-advisor-values-independence/ Mon, 16 Oct 2023 04:27:00 +0000 https://www.investmentexecutive.com/?p=472819 A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice

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]]> Taking clients beyond the numbers https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/taking-clients-beyond-the-numbers/ Tue, 11 Oct 2022 04:05:00 +0000 https://www.investmentexecutive.com/?p=452817 Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money

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]]> Why younger Canadians are choosing to save on investment fees https://www.investmentexecutive.com/news/industry-news/why-younger-canadians-are-choosing-to-save-on-investment-fees/ Tue, 29 Jun 2021 15:45:43 +0000 https://www.investmentexecutive.com/?p=424590 DIY plus fee-only planning was the choice for one millennial

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]]> Have you found your niche? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/have-you-found-your-niche/ Wed, 16 Sep 2020 20:07:17 +0000 https://www.investmentexecutive.com/?p=407224 Focusing on a target group of clients can help you grow your business, experts say

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]]> Hourly fees undesirable https://www.investmentexecutive.com/newspaper_/focus-on-products/hourly-fees-undesirable/ Fri, 23 Aug 2019 04:06:00 +0000 https://www.investmentexecutive.com/?p=385829 The billable hour model is not appropriate for advisors who integrate financial planning and investment management

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]]> A focus on the client https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/a-focus-on-the-client/ Fri, 31 May 2019 04:29:00 +0000 https://www.investmentexecutive.com/?p=382415 Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada

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]]> Rocking the commission boat https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/news-56779/ Mon, 07 Feb 2011 16:34:00 +0000 https://www.investmentexecutive.com/uncategorized/news-56779/ Marc Lamontagne, a true believer in the fee-based model for financial advisors, is committed to helping other advisors make the transition. “The only fees we earn,” he says, “are those we charge the client”

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]]> Selling clients on your fee-based compensation model https://www.investmentexecutive.com/building-your-business/practice-management/selling-clients-on-your-fee-based-compensation-model/ Thu, 05 Aug 2010 15:36:00 +0000 https://www.investmentexecutive.com/uncategorized/selling-clients-on-your-fee-based-compensation-model/ You need to demonstrate what’s in it for them

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]]> Commissions to fees: making the switch https://www.investmentexecutive.com/building-your-business/practice-management/commissions-to-fees-making-the-switch/ Wed, 04 Aug 2010 19:05:00 +0000 https://www.investmentexecutive.com/uncategorized/commissions-to-fees-making-the-switch/ Establish your price and create a transition plan

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]]> Shift to fee-based model a long-term project https://www.investmentexecutive.com/newspaper_/news-newspaper/news-54503/ Wed, 04 Aug 2010 15:11:00 +0000 https://www.investmentexecutive.com/uncategorized/news-54503/ Much greater buy-in from the financial services community is required for fees to gain greater prominence, new survey reveals

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