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
Top Stories in Practice
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
Regulators must face the rise of the machines
IOSCO sets guidance on overseeing AI use for investment firms, asset managers
- By: James Langton
- September 7, 2021 September 7, 2021
- 14:43
Cloud computing transforming brokerage industry, report says
Technology presents opportunities as well as challenges for firms, FINRA said
- By: James Langton
- August 16, 2021 August 16, 2021
- 15:32
Crypto firms struggling to satisfy U.K.’s anti-money laundering rules
Canadian regulators are also trying to come to grips with regulating crypto trading firms
- By: James Langton
- June 3, 2021 June 3, 2021
- 14:02
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
Halfway through an SRO ban, ex-rep agrees to new suspension
An OSC enforcement action against a former rep has extended an existing suspension
- By: James Langton
- February 9, 2021 February 9, 2021
- 12:15
China’s growth picks up in Q3 as recovery takes hold
Retail sales finally returned to pre-virus levels
- By: Joe McDonald, The Associated Press
- October 19, 2020 October 19, 2020
- 10:25
CE Course: Optimal asset location
Examining how taxes, expected investment outcomes and utility can affect asset location
- By: Benjamin Felix
- October 15, 2020 October 16, 2020
- 16:00
Help retired clients avoid high-pressure sales tactics
Be sensitive to the psychology and life-stage perspective of retirees
- By: Al Emid
- November 6, 2013 December 9, 2019
- 07:00
Advisors can do more to help their clients relax in retirement
Retirees are re-assessing how they deal with financial markets
- By: Al Emid
- October 30, 2013 December 9, 2019
- 07:00
The whole picture: Understanding the needs of aging clients
The process of aging can take its toll
- By: Jill O’Donnell and Graham McWaters
- October 23, 2013 December 9, 2019
- 07:00