Latest news in Conversations

financial exploitation

When a client request raises red flags

Thorough KYC lays the groundwork for advisory action

group of women

Empathy with clients led to more pandemic stress for female advisors: study

A high degree of empathy can also lead to burnout, the paper said

Financial Advisor Assisting Senior Couple

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

young couple meeting with advisor

RRSP season offers opportunity to fill client knowledge gaps

Retirement topics to discuss include taxes, insurance, income, IG poll suggests

  • By: Staff
  • February 10, 2022 February 10, 2022
  • 14:47
Small white piggy bank sitting on a layer of Canadian twenties bills with a dollar coin (loonie) dropping inside.

Cash flow and emergency funds a vital part of financial planning

Clients are worried about not meeting their retirement goals, but a cushion can provide comfort

man using laptop

DIY investor’s windfall requires unique advice

How do you convince a successful gambler and Bitcoin investor that he needs an advisor?

Ron Derrickson

Client Confidential: Ronald Derrickson

An entrepreneur shares how he built his wealth

working from home

Efficient work isn’t always the most effective

Building trust remotely is still a challenge

comparing wealth

Wealth, risk – it’s all about perception

How clients perceive their wealth relative to others affects their risk tolerance

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Which tech tool has been the biggest lifesaver for your business?

We asked three advisors

people talking

What’s new in wealth tech?

Fintech partners are helping advisors manage investments, planning and compliance

job recruitment

Pandemic accelerates wealth management industry’s “war for talent”

Employees everywhere are rethinking work. Advisors are no exception.

online marketing

Does your marketing mislead clients?

The client-focused reforms put advisor titles and awards under scrutiny

Man stranded on rock in stormy ocean

Helping clients make decisions in tumultuous times

For clients making life changes during Covid-19, advisors are providing clarity

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Don’t let FOMO from social media affect your investing decisions, experts say

While not a new phenomenon, "social media puts FOMO on steroids,'' Neil Gross says

Piggy bank lifted up into sky by inflated balloon

Inflation lessons from history

It’s time to stress-test client portfolios

  • By: Jim Otar
  • December 17, 2021 December 17, 2021
  • 11:17
young woman with a tablet

Younger investors more likely to drop advisors, embrace DIY investing

The appetite for professional financial advice breaks sharply along generational lines

Serious looking couple, ages 40-55, receives financial advice.

As omicron looms, ‘weary’ clients may need some TLC

Emotions can run high amid quick corrections, advisor says

  • By: Katie Keir
  • December 2, 2021 December 2, 2021
  • 15:03
Asian couple meeting financial adviser for investment planning.

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes


Help investors beat FOMO

An OSC Dialogue panellist highlighted the need for investor coaching

  • By: Katie Keir
  • November 24, 2021 November 24, 2021
  • 16:49
Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

chess pieces facing an easy ladder and an impossible ladder

How to better serve a diverse clientele

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

Young people eating vegan food

Addressing the fears and “custom” needs of millennials

A report examines how financial planners can connect with the next generation of investors

  • By: Katie Keir
  • November 9, 2021 November 9, 2021
  • 15:42
Teenagers Young Team Together Cheerful Concept

Gen Z focused on saving, budgeting in face of pandemic setbacks: survey

Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures

Stock Photo - a boy playing with grandmother at home

Childhood experiences with money still affect many Canadians: report

New research finds money fears and anxieties linger from childhood

  • By: Staff
  • November 9, 2021 November 9, 2021
  • 12:26