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Top Stories in Practice

job recruitment

Pandemic accelerates wealth management industry’s “war for talent”

Employees everywhere are rethinking work. Advisors are no exception.

online marketing

Does your marketing mislead clients?

The client-focused reforms put advisor titles and awards under scrutiny

Man stranded on rock in stormy ocean

Helping clients make decisions in tumultuous times

For clients making life changes during Covid-19, advisors are providing clarity

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

Don’t let FOMO from social media affect your investing decisions, experts say

While not a new phenomenon, "social media puts FOMO on steroids,'' Neil Gross says

Piggy bank lifted up into sky by inflated balloon

Inflation lessons from history

It’s time to stress-test client portfolios

  • By: Jim Otar
  • December 17, 2021 December 17, 2021
  • 11:17
young woman with a tablet

Younger investors more likely to drop advisors, embrace DIY investing

The appetite for professional financial advice breaks sharply along generational lines

Serious looking couple, ages 40-55, receives financial advice.

As omicron looms, ‘weary’ clients may need some TLC

Emotions can run high amid quick corrections, advisor says

  • By: Katie Keir
  • December 2, 2021 December 2, 2021
  • 15:03
Asian couple meeting financial adviser for investment planning.

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

GameStop

Help investors beat FOMO

An OSC Dialogue panellist highlighted the need for investor coaching

  • By: Katie Keir
  • November 24, 2021 November 24, 2021
  • 16:49
Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

chess pieces facing an easy ladder and an impossible ladder

How to better serve a diverse clientele

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

Young people eating vegan food

Addressing the fears and “custom” needs of millennials

A report examines how financial planners can connect with the next generation of investors

  • By: Katie Keir
  • November 9, 2021 November 9, 2021
  • 15:42
Teenagers Young Team Together Cheerful Concept

Gen Z focused on saving, budgeting in face of pandemic setbacks: survey

Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures

Commission-free trading driving satisfaction for DIY investors: J.D. Power

More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies

  • By: Staff
  • May 26, 2022 May 26, 2022
  • 14:47

DIY trend seen fuelling demand for advisors

A report from Greenwich says technology makes investing more accessible but no less complex

  • By: Staff
  • February 22, 2022 February 22, 2022
  • 15:51

Regulators must face the rise of the machines

IOSCO sets guidance on overseeing AI use for investment firms, asset managers

Success with succession more likely with team approach

A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem

Truth in labelling comes for Ontario advisors

As the province adjusts to titles regulation, we look at Quebec’s experience

Investor’s inheritance, ESG concerns prompt her to switch advisors

Help this client factor in ESG investing and plan for the future

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

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

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

Retail sales finally returned to pre-virus levels

CE Course: Optimal asset location

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

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