Using age-morphed photos of clients can turn focus to retirement
Determining a client’s need for life insurance requires a detailed assessment of assets and liabilities. There is no set formula because every client carries a unique set of risks and some clients may not even need insurance
Competitors in the CIFP Case Challenge are given a chance to apply the financial planning skills they have learned
Women are more likely to suggest that following a budget as the key to success
Determining their longevity risk aversion can help clients enjoy a higher standard of living earlier in their retirement
75% of respondents with a financial plan or investments feel at least somewhat confident in their savings and investments
More than half of Canadian small business owners plan to fund their retirement through the sale of their business
Securities commissions could potentially fulfill that regulatory role
Women have special needs when it comes to financial advice
“Add water and stir” analysis may mislead your clients