Latest news in Conversations

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

GameStop

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
identity fraud

When client communication may not be from your client

Advisors share how they respond to unusual email

people commuting to work

An unlikely confession about commuting

The loss of that loathsome ritual may be contributing to stress

retirement challenge

What’s the most overlooked challenge clients face in retirement?

We asked three advisors

panic sell

Stop the freakouts before they happen

New research looks to identify panic sellers early

senior couple on a rollercoaster

How much risk is enough?

Clients who run out of money in retirement could bring negligence claims against too-conservative advisors

Gary Kirkham and his wife Chea

Client Confidential: A playwright describes the good life, and good advice

"Dealing with our financial advisor was very uncomfortable"

clients

When clients ask financial planners about investments

Unlicensed professionals must avoid registrable activity

4 tips for building succession plan for advisors

Succession planning tips from advisors

The succession planning process can be difficult, so plan ahead as much as possible

Pandemic sheds light on financial planning goals, how to achieve them: surveys

More Canadians are living in the moment, but retirement fears persist

  • By: Staff
  • October 18, 2021 October 18, 2021
  • 15:00
risk analysis concept

Do KYC profiles match client trading behaviour?

Researchers point to new ways of assessing risk

work from home

How to prepare for a home audit

Dealers shouldn’t be confronted with red flags upon entry to the home

lesson

What was the biggest lesson you learned during the pandemic?

We asked three advisors