Financial planning

Taking clients from “fine” to “flourishing”

With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals

By Maddie Johnson |September 29, 2023

3 min read

AI tools for financial advisors are already here

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

By Mark Burgess |September 28, 2023

5 min read

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

FP Canada calls for fee fairness under title protection

FSRA's fee rule for credentialing bodies exempts CIRO from full costs

By Michelle Schriver |September 26, 2023

3 min read