News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
StatsCan compared financial data for the two generations at the same stage in their lives
By Staff |April 18, 2019
2 min read
Industry
LendEDU found 65% of millennials in the U.S. prefer human advisors to robos
By Staff |April 16, 2019
1 min read
Advisor's Edge
Why some younger couples are seeking different solutions when they split
By Susan Goldberg |March 25, 2019
6 min read
Plus, does Canada have a housing affordability issue?
By Staff, with files from The Canadian Press |March 4, 2019
Planning and Advice
Some Canadian parents may be jeopardizing their retirements with support for their grown-up kids
By Staff |February 28, 2019
Millennials place greater trust in robo-advisors, compared with older investors
By Staff |February 21, 2019
Clients’ career paths are becoming less straightforward, and you need to adapt
By Katie Keir |November 28, 2018
5 min read
Offer to introduce the child to investing or help the family manage
By Gil Martinez |October 15, 2018
Younger demographic is serious about savings goals
By Staff |January 26, 2018
3 min read
Investing isn’t the number-one financial priority of young Ontarians, reveals OSC research. While most young Ontarians save (80%), fewer than half (47%) invest. (The study is based on those aged 18 to 36.) Reasons cited for not investing include: Read: What young clients don’t understand A top alternative financial priority is homeownership, with one-third of […]
By Staff |November 27, 2017
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