Every generation expects to retire beyond age 65
Investment Funds Institute of Canada report finds inflation and interest rates led Canadians to invest less last year
Including the next generation in family discussions can help advisors build trust and retain clients
Plus, companies embrace tools for client data transfer, onboarding and risk detection
Survey suggests financial advisors emphasize value, build trust, communicate regularly
AI and cybersecurity may have growth potential, but not every client is suited for the associated higher risk
Two experts explain why you should keep it simple and reassess your client's risk tolerance
Also, Férique begins using Conquest’s planning platform
Plus, other developments in wealth management tech
Despite fears to the contrary, cancer survivors can qualify for a standard rating on life policies