Practice

Planning and Advice

FP Canada announces latest QAFP exam results

The October sitting had 57 candidates

By Staff | November 30, 2023

1 min read

Planning and Advice

What is a safe withdrawal rate in retirement?

Most clients are best served by a variable spending strategy

By Ben Felix | November 28, 2023

4 min read

Planning and Advice

A five-step process for building trust

Financial advisors must understand their clients' motivations before shaping their behaviour

By Jonathan Got | November 27, 2023

3 min read

Your Business

Fewer than 1 in 5 U.S. investors use parents’ advisors

Advisors can build intergenerational relationships to retain clients' children

By Jonathan Got | November 14, 2023

1 min read

Your Business

The trouble with client gifts

Meaningful gifts should be of sufficient quality to be valued

By Melissa Shin | November 10, 2023

2 min read

Your Business

When a financial planner’s political post goes viral

In a hypothetical scenario, a planner takes a no-holds-barred approach to social media

By Michelle Schriver | November 9, 2023

5 min read

Your Business

Students get inside look at financial services industry

450,000 students registered for this year's Take Our Kids to Work Day

By Allan Janssen | November 7, 2023

3 min read

Estate Planning

Boomers and millennials have different ideas about inheritance

Parents intend to leave a much greater inheritance than their children expect, survey says

By Staff | November 7, 2023

1 min read

Your Business

How to ask for referrals

Many advisors aren't equipped to ask for referrals properly

By Melissa Shin | November 7, 2023

3 min read

Technology

What’s new in fintech?

Firms look to make financial advice more efficient and client-focused

By Maddie Johnson | October 26, 2023

3 min read

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