Advisors have an opportunity to talk with their clients about debt reduction and cash flow management
Those who consult a financial planner are more likely to feel that their current portfolio aligns with their investment goals
Canadians acting on their resolutions now
Advisors can help clients manage their debt
Metrics such as spending habits of empty nesters and the gaps in longevity among income levels need to be taken into account
Women seek financial advice that’s tailored to their personal situation, and that’s focused on long-term financial security
Provide sober second thought when a client hits the jackpot
Embracing technology will be particularly important
Financial planning is one area where dealers should innovate to set themselves apart as industry growth slows
PIAC suggests establishing SRO for financial planners in Canada