If advisors don't attempt to make forecasts, they're shooting in the dark
Honourees received the highest grades in the June 2013 Financial Planning Examination Level 2
Piles of paper and details that seem unrelated to the client's unique situation often lead to financial plans that are never put into practice. Use these tips to help you and your clients create - and use - a strategy for meeting their financial goals
Encouraged by family members, most Generation Y investors are already dipping their toes into the financial markets, according to a TD report
By helping the children, you also help the parents — your clients — ensure that their assets are protected over the long haul
Study finds 84% of Canadians are confident about managing their investments
A new study finds that many couples are postponing their big day because of financial hurdles
Chances are you have a client who has a family member with some kind of special need. An advisor who lacks a basic understanding of these issues could jeopardize that family member's financial well-being
Margaret Franklin, president, Marret Private Wealth Inc., outlines a financial planning “new normal” of higher volatility, lower returns, and increasing asset correlations. She identifies opportunities for advisor success including: clear, direct communication to clients; remembering the “simple math”; and managing risk to achieve financial targets for clients. Franklin spoke at the Morningstar Investment Conference 2013 in Toronto, Ont.
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation, market risk, health care as they age, and mortality. He explains how to create a holistic plan that deals directly deal with these concerns. Banham spoke at CIFPS 2013 in Niagara Falls.