Study finds that even with a financial plan Canadians fret about what an emergency would do to their finances
Believing you understand your clients’ goals is not enough
Financial planning challenge included eight teams from post-secondary institutions in Ontario and Nova Scotia
Brokerage firms and their advisors are putting a greater emphasis on making sure that their clients have financial plans. One advisor says financial planning is becoming a “requirement’”
Eight teams of financial services students from six schools competed in the 2013 Case Challenge
Helping clients impose order on their cash flow is crucial when it comes to helping them achieve their life goals
Only 30% of Canadian women are satisfied with the services provided by their advisors
Advocis has moved to support new, stricter credentials and standards for those calling themselves "financial advisors"
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