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

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

Planning and Advice

How our five brains affect financial advice

Understanding how decisions are made can make us better advisors

By Sam Sivarajan |October 23, 2023

3 min read

Planning and Advice

What to do when a client leaves

Finding the reason can help an advisor improve their practice

By Todd Humber |October 6, 2023

3 min read

Estate Planning

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta |October 3, 2023

4 min read

Planning and Advice

Why aren’t more advisors incorporating home equity into retirement plans?

New research looks at what's preventing advisors from recommending home equity release schemes

By Mark Burgess |September 27, 2023

2 min read

Planning and Advice

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds

By Michelle Schriver |September 13, 2023

6 min read

Planning and Advice

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver |July 19, 2023

4 min read

Planning and Advice

Canadians’ confidence in ability to retire on time plummets: Report

A new survey shows Canadians anticipate working an average of six years longer than they would like

By Staff |June 26, 2023

2 min read

Planning and Advice

How to conduct a great job interview

Tips for identifying the right assistant or associate

By Todd Humber |June 9, 2023

3 min read

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