Rising to the top of the class
Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination
- May 3, 2019 May 1, 2019
- 00:11
Chris Ferris' commitment to education and financial planning helped him score top marks in the latest Canadawide CFP examination
The equities component of equity balanced funds have benefited from relatively buoyant markets
Even if you don't prepare your clients' taxes, you can help with these pointers
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships
RBC GAM and BlackRock say their alliance will be good for the industry. But what about the smaller players?
As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now - both types of investments have a place in client portfolios
Alim Dhanji worked with a mentor for 12 years before branching out on his own. Now, he runs a successful financial planning practice with a unique client niche: Physiotherapists
The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s
Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment risk