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Strategies for clients struggling with inflation

Advisors can help clients with debt and long-term goals

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They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

  • By: Todd Humber
  • November 30, 2022 November 29, 2022
  • 09:00

How to prevent client complaints

At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate

Business Communication Connection People Concept

Asking clients the right questions to build relationships

Advisors' questions can influence how much clients share and how comfortable they are

  • By: Katie Keir
  • November 23, 2022 November 23, 2022
  • 14:08
senior long-term care

Tips for two tough conversations with clients

Care needs, living benefits were topics at IFB’s fall summit

Financial Advisor Assisting Senior Couple

Canadians’ financial confidence slipping amid recession fears: survey

IG Wealth's latest index shows most Canadians expect a recession next year

  • By: Katie Keir
  • November 9, 2022 November 9, 2022
  • 08:00
Serena Williams

Time for advisors to rethink ‘retirement’

The traditional idea is increasingly outdated

house plan accessible

Renovate a home so clients can age in place

Tips (and costs) for an accessible home

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Financial planners adjust to new retirement realities

Retirement doesn’t look the same as it did 20 years ago. Plans shouldn’t, either.

senior man depressed

Reasons for unhappiness in retirement

More than just income, employment can provide a reason to get out of bed in the morning

conversation about increasing savings

A little imagination — and a little fear — go a long way in retirement savings

Behavioural tips to address the savings gap

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Should clients use home equity to fund retirement?

Experts urge caution with this approach

confidential

Ensure client privacy when planning for succession

There are ethical and practical considerations when selling your book

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What is one thing you wish you’d considered before retiring?

We asked three retired advisors

Bob Lai

Client Confidential: Bob Lai

We talk to a proponent of the Financial Independence Retire Early movement

clients

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

Asian couple meeting financial adviser for investment planning.

Curb client confusion about financial planning

An investment plan does not equal a financial plan

  • By: Katie Keir
  • October 26, 2022 October 26, 2022
  • 13:42
Grandfather reading the book next to grandson with tablet

When to talk about permanent insurance during estate planning

Going beyond investments with clients remains a good way to add value, particularly in down markets

Man stranded on rock in stormy ocean

Is the worst yet to come for the economy?

Advisors discuss the need to prepare for tough times

Yatch in ocean

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

young couple meeting with advisor

Asking the right questions with clients

Including clients in a solution will strengthen relationships

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Divorce should prompt investment strategy review, say financial planners

Valuations for property division are tied to the date of separation, rather than the date a divorce is granted

Asian couple meeting financial adviser for investment planning.

Don’t assume clients understand inflation risk

European regulators warn industry to pay special attention to inflation in disclosure and suitability

  • By: Staff
  • September 27, 2022 September 27, 2022
  • 14:58
Top view of business colleague sitting at table during corporate meeting. Businessman and businesswoman discussing new project while sitting in office lobby.

Dealing with ‘quiet quitting’ as a financial advisor

If one of your support staff is not performing to their usual level, it’s worth a conversation

  • By: Todd Humber
  • September 12, 2022 September 9, 2022
  • 13:00
retirement challenge

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization