Determining the risk profile of young investors is more critical than following traditional rules
What happens to the online accounts your clients hold with social-media networks, banks, vendors and other organizations when your clients die or become incapacitated? Failure to plan could result in unpaid bills or identity theft
IFIC supports next steps in review of financial planning and advice
The only way to ensure financial planners can deliver effective, comprehensive and holistic advice is by making structural changes in the way the advice is delivered
Survey by Financial Planning Standards Council draws attention to the impact of financial stress on Canadians
One third predict their financial situation will deteriorate in 10 years
Short-term actions a barrier to reaching long-term goals
A new method in financial planning that balances eight forms of capital will help you and your clients achieve their life and retirement goals
Although financial planning has traditionally been viewed as a loss leader, financial planners should not be hesitant to charge for this important service
Nathalie Bachand succeeds Yves Grioux