Financial planning

Taking clients from “fine” to “flourishing”

Industry

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

Technology

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?

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

FP Canada calls for fee fairness under title protection

Industry

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