Industry groups supportive of formal recognition of financial planning as a profession
Survey finds most Canadians feel comfortable talking about household finances and investments with spouses
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire
Canada’s Sandra Mews named first place winner from the Americas
A couple who retired early, based on advice from insurance advisors they later claimed was flawed, have lost their lawsuit
Extra attention to discovery and goal setting boosts client retention
Helping newlyweds get started on the right footing financially is crucial for their long-term well-being. And if their parents happen to be your clients, a young couple represents an excellent opportunity to create a multi-generational practice
Most advisors recognize their clients' lack of communication with family members as a problem. Here are some ways to address this gap
Investment risk should correspond with earned income volatility
Advisors can focus on investment plans to steer clients away from making sudden changes