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Top Stories in Practice

house plan accessible

Renovate a home so clients can age in place

Tips (and costs) for an accessible home

senior woman

Financial planners adjust to new retirement realities

Retirement doesn’t look the same as it did 20 years ago. Plans shouldn’t, either.

senior man depressed

Reasons for unhappiness in retirement

More than just income, employment can provide a reason to get out of bed in the morning

conversation about increasing savings

A little imagination — and a little fear — go a long way in retirement savings

Behavioural tips to address the savings gap

women sitting and reading

Should clients use home equity to fund retirement?

Experts urge caution with this approach

confidential

Ensure client privacy when planning for succession

There are ethical and practical considerations when selling your book

question marks

What is one thing you wish you’d considered before retiring?

We asked three retired advisors

Bob Lai

Client Confidential: Bob Lai

We talk to a proponent of the Financial Independence Retire Early movement

clients

Stress-test financial plans to ease client anxieties

After recent turmoil, clients may be more willing to consider high-risk events

Asian couple meeting financial adviser for investment planning.

Curb client confusion about financial planning

An investment plan does not equal a financial plan

  • By: Katie Keir
  • October 26, 2022 October 26, 2022
  • 13:42
Grandfather reading the book next to grandson with tablet

When to talk about permanent insurance during estate planning

Going beyond investments with clients remains a good way to add value, particularly in down markets

Man stranded on rock in stormy ocean

Is the worst yet to come for the economy?

Advisors discuss the need to prepare for tough times

young couple meeting with advisor

How to prepare for the hybrid DIY future

Digitization can provide product advice, but clients still want to talk to humans

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

Turning social media leads into clients

Fewer than one-third of advisors surveyed had a defined marketing strategy

  • By: Staff
  • December 14, 2022 December 14, 2022
  • 14:02

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

How to help clients cope with inflation

Advisors can help clients build confidence and financial well-being

Strategies for clients struggling with inflation

Advisors can help clients with debt and long-term goals

They’re coming: How to fit gen Z advisors into your practice

This generation brings a different approach to work

  • By: Todd Humber
  • November 30, 2022 November 29, 2022
  • 09:00

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41

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