Success rate drops sharply if real returns decline
Whether married or living common-law, clients in same-sex relationships face financial planning challenges. Understanding the financial and legal issues, as well as the personal nuances, is key to providing value to these clients
Canadians with a plan save more, live well, and are more content
New CICA book offers advice for common financial challenges
Understanding why a client of a certain generation is making a particular decision can be helpful to advisors
Discussions with clients should not be a one-way street: let them know their views are important to you
Frame your presentation as a roadmap to success
There’s more to knowing your clients than checking off boxes
Bill would preventing anyone who is not a qualified financial planner or financial advisor from using those titles
Many women say they don’t have the time or the knowledge to manage their investments