Latest news in Conversations

Advisor meeting with clients

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
Sightseeing Binoculars Overlooking Ocean From Up High

How to make good use of Monte Carlo projections

Projections are essential for planning but they rely on the quality of the variables used

Young people eating vegan food

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
Couple getting financial advice from consultant at home

Addressing the conflict of proprietary products

Conflicts-related reforms come into effect June 30

Human Hand Poking House And Bubble With Needle Against Cloudy Sky

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

Businessmen are skeptical looking at stock market charts.

ESG interest on the rise, but so is fear of greenwashing

The final day of the RIA conference focused on retail advisors

Plant a seedling today - environment and education concept with old and young hands protecting a nursling

How do you measure the impact of an impact investment?

Choosing products that deliver real-world results is a challenge for the industry

Businessman working on Desk office business

Client-focused reforms and advisor compensation

New rules coming into effect June 30 require advisors to address material conflicts

Image of dark night with lightning above stormy sea

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

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

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

Jake Goertzen

Client Confidential: Jake Goertzen

A Winnipeg truck driver discusses financial advice and the road to retirement

small business owner during the pandemic

Financial planning through the pandemic

Help your business-owner client reassess cash flow and more

Systemic racism George Floyd

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

senior women

Can your client afford to help her adult children?

Re-evaluating retirement income

Individuality

Letter to the editor: Don’t underestimate credentialing bodies

FP Canada responds to March article

  • May 11, 2021 May 11, 2021
  • 09:30
Green plant maze

How diverse is your investment management team?

A study of hedge funds highlights the pitfalls of homogeneity

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

How clients’ personalities affect financial advice

A TD Wealth study offers insight on how different types of clients respond to advice and volatility

young couple meeting with advisor

Can “light planning” expand access to financial advice?

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

New mail online message email communication laptop computer desk

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

Family walking in the country

How advisors are connecting with clients’ kids

Providing early guidance on goals and investing serves the whole family

Loneliness adds to at-risk seniors’ vulnerability: report

FINRA found that isolation can impact decision-making, including when it comes to finances

Close up of a woman using a laptop

Young Canadians ready to focus on finances

Pandemic job losses remain a challenge, however

  • By: Staff
  • March 12, 2021 March 12, 2021
  • 11:55
Indecisive and lost man chooses the right path

Taking a pass on pricey products

Clients need advisors who control costs

Tabatha Bull

Client Confidential: Tabatha Bull

Canadian Council for Aboriginal Business president and CEO talks retirement and resilience