Increased savings and a hot market mean many advisors are managing client FOMO
Pandemic uncertainty weighs on clients, recent polls suggest
Even the best financial advice must contend with other sources of information
Financial services are vulnerable to populism
Canadians have plenty of pandemic-related concerns, a Scotiabank poll has found
Clients who met with advisors were more confident about their investments, a poll found
Help allay clients' stress from Covid-19
Instil confidence through financial knowledge
Too often, financial planning is viewed only as a math problem
A pair of surveys examined how Canadians are faring financially during the pandemic