Acquisition of Razor Logic Systems will bolster services offered to advisors
As a result, clients are challenged to make savings decisions
Tools to use during Financial Literacy Month 2018
Resulting program will be offered to Indigenous communities and educational organizations
Financial literacy advocate, speaker and author of nine personal finance books
We asked three clients
Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more clients say they want to better understand investing. “Digital solutions have transformed traditional investing and redefined who can invest online, yet some still feel intimidated by having to decide what […]
Plus, they share how they're making a difference for others in the industry
A recent report that highlights differences between men and women when it comes to investing seems to raise as many questions as it answers. Mylo Financial Technologies finds that women’s financial goals are 52% smaller than men’s: on average, women’s financial goal value is $24,842, compared to $47,810 for men. The reason for the discrepancy […]
Many of your clients likely struggle with finances, but women, in particular, might be having a hard time. A survey commissioned by Financial Planning Standards Council (FPSC) finds that 86% of Canadian women struggle with at least one issue when it comes to finances, including: knowing “very little” about finance and investment (38%); and depending […]