Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the…
As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services…
Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.
Study shows that Canadians who own insurance products tend to be more loyal to their advisors
In part, this was because the insurance regulator focused its compliance examinations in the latest year on agents with a high or medium risk of…
Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
Myles Zyblock expects to see a broad-based improvement in corporate earnings this year, primarily driven from Europe
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans…
Sébastien Lavoie, chief economist, economic research and strategy, Laurentian Bank Securities, forecasts significant improvement in the Canadian and global energy sectors.
The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
Advisors should be careful about the devices and networks they use to access their critical data, expert warns at CIFPs annual conference
How to deal with digital breaches before and after they happen
Survey data indicate that DIY investors are a potential source of clients for insurance advisors
These examples reveal some of the tactics that hackers use and the steep costs they can have for firms
Understanding the digital perils is the first step in protecting your practice
The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients
Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
Ontario’s government intends to work with the province’s financial regulators on many of the Expert Committee’s recommendations
Advisors in the province subject to disciplinary sanctions will no longer be able to evade their fines simply by leaving the industry