Two-thirds have a financial plan; 44% review their plans a few times a year
FPSC survey highlights prevalent financial planning myths and mistakes
“Gamma” measures the additional retirement income that comes from making better financial planning decisions
Family living arrangements include foster kids, grandparents, single moms, soccer dads
They may not be high net-worth yet, but young clients can form a loyal client base
Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs conference in Vancouver.
Now is the time for advisors to articulate what it is that they do for clients and how they deal with risk management and retirement planning
Advisors urged to focus on helping clients manage lifetime income
Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute
New online guide helps parents plan