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As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

young african american woman in her new apartment

Are your clients prepared for home-related expenses?

Polls suggest Canadians could incur significant costs during Covid-19

  • By: Staff
  • October 22, 2020 October 22, 2020
  • 12:13
China flag

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

Growth

CE Course: Optimal asset location

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

Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

More clients want to age at home

A survey suggests the pandemic has influenced perceptions of long-term care

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Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

Portrait of young business man and woman sitting in cafe and discussing contract. Diverse businesspeople meeting in hotel lobby reading documents.

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

Investors interested in responsible investing but lack knowledge: survey

Many advisors are not helping to dispel confusion around ESG and impact products

  • By: Fiona Collie
  • September 21, 2020 September 21, 2020
  • 16:43
man checking stocks on newspaper and tablet

TD extends partnership with behavioural economics centre

The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018

  • By: Staff
  • September 2, 2020 September 2, 2020
  • 10:46

Help your business-owner client boost cash flow

Businesses expect soft sales over the next year

CE Course: Dollar-cost averaging vs lump sum investing

Examining which investment method produces better returns

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Sheltering

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32

Building a book post-pandemic

Advisors look to team high tech with human touch

Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

  • By: Staff
  • July 21, 2020 July 21, 2020
  • 10:36

Planning tips to engage women

Help allay clients' stress from Covid-19

Facing uncertainty, advisors look to lower costs

At an event on Monday, advisors discussed portfolio construction

Tips for client education

Instil confidence through financial knowledge

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

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