Study finds 84% of Canadians are confident about managing their investments
A new study finds that many couples are postponing their big day because of financial hurdles
Chances are you have a client who has a family member with some kind of special need. An advisor who lacks a basic understanding of these issues could jeopardize that family member's financial well-being
Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities for advisor success including: clear, direct communication to clients; remembering the “simple math”; and managing risk to achieve financial targets for clients. Franklin spoke at the Morningstar Investment Conference 2013 in Toronto, Ont.
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation, market risk, health care as they age, and mortality. He explains how to create a holistic plan that deals directly deal with these concerns. Banham spoke at CIFPS 2013 in Niagara Falls.
Professional body needed to uphold financial planning standards, says FPSC chief
Focus the retirement planning conversation on four keys areas
Winners of the competition will receive a trip to FPA Experience in Orlando
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including: the economic outlook; how to restore trust in the financial system; and regulatory changes, notably the proposed fiduciary duty for financial advisors. He spoke at the CIFPs annual conference in Niagara Falls, Ont.
Financial planning association will host its 11th national conference in Niagara Falls, Ont.