How advisors are responding to the pandemic election results
Clients' concerns range from broad social and fiscal spending to potential tax changes
- By: Katie Keir
- September 22, 2021 September 22, 2021
- 14:40
Latest news in Conversations
How to make good use of Monte Carlo projections
Projections are essential for planning but they rely on the quality of the variables used
- By: David Truong
- August 4, 2021 August 4, 2021
- 14:36
FCAC releases new financial literacy strategy
The government agency hopes to make the financial system more accessible and inclusive
- By: Staff
- July 14, 2021 July 14, 2021
- 12:22
Addressing the conflict of proprietary products
Conflicts-related reforms come into effect June 30
- By: Michelle Schriver
- June 29, 2021 June 29, 2021
- 17:16
As housing prices soar, advisors are adjusting their strategies
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
- By: Susan Goldberg
- June 14, 2021 June 14, 2021
- 15:14
ESG interest on the rise, but so is fear of greenwashing
The final day of the RIA conference focused on retail advisors
- By: Katie Keir and Rudy Mezzetta
- June 11, 2021 June 11, 2021
- 16:42
How do you measure the impact of an impact investment?
Choosing products that deliver real-world results is a challenge for the industry
- By: Greg Dalgetty
- June 11, 2021 June 11, 2021
- 09:03
Client-focused reforms and advisor compensation
New rules coming into effect June 30 require advisors to address material conflicts
- By: Michelle Schriver
- June 10, 2021 June 10, 2021
- 14:44
Climate metrics are imperfect, but advisors still need to start using them
Experts at the RIA conference said advisors should be discussing net-zero portfolios
- By: Mark Burgess
- June 9, 2021 June 9, 2021
- 12:26
One in five Canadian investors plans to switch wealth providers: survey
Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says
- By: Rudy Mezzetta
- June 7, 2021 June 7, 2021
- 13:03
Client Confidential: Jake Goertzen
A Winnipeg truck driver discusses financial advice and the road to retirement
- By: Derek Clouthier
- May 11, 2021 May 11, 2021
- 09:30
Financial planning through the pandemic
Help your business-owner client reassess cash flow and more
- By: Michelle Schriver
- May 11, 2021 May 11, 2021
- 09:30
Racial justice, one year later
Editorial: Financial firms still have work to do in acknowledging their role in systemic racism
- By: Melissa Shin
- May 11, 2021 May 11, 2021
- 09:30
Can your client afford to help her adult children?
Re-evaluating retirement income
- By: Michelle Schriver
- May 11, 2021 May 11, 2021
- 09:30
What two investment trends or ideas do you find most interesting right now?
We asked three advisors
- By: Derek Clouthier
- May 11, 2021 May 17, 2021
- 09:30
Letter to the editor: Don’t underestimate credentialing bodies
FP Canada responds to March article
- May 11, 2021 May 11, 2021
- 09:30
How diverse is your investment management team?
A study of hedge funds highlights the pitfalls of homogeneity
- By: Mark Burgess
- May 11, 2021 May 11, 2021
- 09:30
How clients’ personalities affect financial advice
A TD Wealth study offers insight on how different types of clients respond to advice and volatility
- By: Mark Burgess
- May 4, 2021 May 4, 2021
- 13:49
Can “light planning” expand access to financial advice?
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
- By: Melissa Shin
- April 29, 2021 April 29, 2021
- 17:13
Tips for creating great e-newsletters for your clients
How to ensure that your clients will open, click through and engage with your content
- By: Brooke Smith
- April 12, 2021 April 14, 2021
- 16:22
How advisors are connecting with clients’ kids
Providing early guidance on goals and investing serves the whole family
- By: Katie Keir
- April 9, 2021 April 9, 2021
- 14:27
Loneliness adds to at-risk seniors’ vulnerability: report
FINRA found that isolation can impact decision-making, including when it comes to finances
- By: James Langton
- March 22, 2021 March 22, 2021
- 15:17
Young Canadians ready to focus on finances
Pandemic job losses remain a challenge, however
- By: Staff
- March 12, 2021 March 12, 2021
- 11:55
Taking a pass on pricey products
Clients need advisors who control costs
- By: Michelle Schriver
- March 12, 2021 March 12, 2021
- 09:00
Client Confidential: Tabatha Bull
Canadian Council for Aboriginal Business president and CEO talks retirement and resilience
- By: Derek Clouthier
- March 12, 2021 March 12, 2021
- 09:00