Pandemic accelerates wealth management industry’s “war for talent”
Employees everywhere are rethinking work. Advisors are no exception.
- By: Michael McKiernan
- February 4, 2022 February 4, 2022
- 12:00
Top Stories in Practice
Does your marketing mislead clients?
The client-focused reforms put advisor titles and awards under scrutiny
- By: Michelle Schriver
- February 4, 2022 February 4, 2022
- 12:00
Helping clients make decisions in tumultuous times
For clients making life changes during Covid-19, advisors are providing clarity
- By: Michelle Schriver
- January 13, 2022 January 13, 2022
- 16:45
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
- By: Leah Golob, The Canadian Press
- December 21, 2021 December 21, 2021
- 14:37
Inflation lessons from history
It’s time to stress-test client portfolios
- By: Jim Otar
- December 17, 2021 December 17, 2021
- 11:17
Younger investors more likely to drop advisors, embrace DIY investing
The appetite for professional financial advice breaks sharply along generational lines
- By: Leah Golob, The Canadian Press
- December 14, 2021 December 14, 2021
- 15:46
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
Effective planning includes updating beneficiary designations
At FP Canada's ethics session, financial planners were urged to proactively address client changes
- By: Michelle Schriver
- November 26, 2021 November 26, 2021
- 14:42
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
How advisors can help build clients’ confidence
Investors may require more holistic and thoughtful advice than ever before
- By: Maddie Johnson
- November 24, 2021 November 24, 2021
- 16:30
How to better serve a diverse clientele
A panel at FP Canada's conference suggested ways to overcome the barriers some clients face
- By: Daniel Calabretta
- November 24, 2021 November 24, 2021
- 12:50
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
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
- By: Daniel Calabretta
- November 9, 2021 November 9, 2021
- 13:54
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
- By: James Langton
- September 7, 2021 September 7, 2021
- 14:43
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
- By: Melissa Shin
- May 11, 2022 May 11, 2022
- 10:50
Truth in labelling comes for Ontario advisors
As the province adjusts to titles regulation, we look at Quebec’s experience
- By: Melissa Shin
- May 9, 2022 May 11, 2022
- 10:00
Investor’s inheritance, ESG concerns prompt her to switch advisors
Help this client factor in ESG investing and plan for the future
- By: Suzanne Yar Khan
- May 9, 2022 May 18, 2022
- 10:00
Halfway through an SRO ban, ex-rep agrees to new suspension
An OSC enforcement action against a former rep has extended an existing suspension
- 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