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Latest news in Financial Planning

Businessman overlooking multiple pathway options

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

How to help clients plan for career changes

Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers

Tips for surviving next year’s RRSP season

If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023

digital assets

Planning is key to securing digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

client meeting

“Light planning” could expand access to financial advice

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

Cost control is paramount during uncertain markets, say advisors

Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations

Rear view of traffic jam with breaklights showing

Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Potential effects of the new degree requirement for CFPs

A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022

Report reveals Canadians’ weak knowledge of retirement income

Employer plans, OAS and GIS were the least understood topics

  • By: IE Staff
  • May 13, 2019 October 31, 2019
  • 12:55

Advisors top list of retirement planning tools: survey

But advisors aren’t as popular with Gen X investors

  • By: IE Staff
  • May 13, 2019 October 31, 2019
  • 10:30

Singles: A growing demographic

The needs of single clients can differ from those of couples, so tailor your planning services appropriately

  • By: Leah Golob
  • May 3, 2019 November 6, 2019
  • 00:12

The budget and your clients

Feds create new annuity options, enhance Homebuyers’ Plan

  • By: IE Staff
  • April 5, 2019 October 31, 2019
  • 10:27

On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Many women put their retirements at risk making financial sacrifices

By their late 50s, women have saved approximately half of what men have saved

  • By: IE Staff
  • February 21, 2019 October 31, 2019
  • 11:30

B.C. Child Opportunity Benefit a centrepiece of provincial budget

The new program will provide almost $400 million a year to about 290,000 families

Canadians boost RRSP holdings

Cautious investors represent an opportunity for advisors

  • By: IE Staff
  • January 29, 2019 October 31, 2019
  • 13:52

Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

Half of working-age women worry they won’t have enough in retirement

43% of men have the same concern

  • By: IE Staff
  • January 8, 2019 October 31, 2019
  • 12:50

CRA updates child-related tax folios

Revised folios provide tax guidance for clients who are parents, students or parents of students

Newly wealthy clients need help with shifting priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity

FPSC unveils new FP Canada details, introduces QAFP designation

Newly created division will deliver professional education programs and other tools to prospective and existing financial planners

  • November 26, 2018 October 31, 2019
  • 12:56

TFSA annual contribution limit rises to $6,000

The cumulative TFSA contribution limit in 2019 will be $63,500