Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs conference in Vancouver.
Now is the time for advisors to articulate what it is that they do for clients and how they deal with risk management and retirement planning
Advisors urged to focus on helping clients manage lifetime income
Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute
New online guide helps parents plan
Help sandwich generation clients deal with the financial drain of supporting adult children
It pays to be prepared for bad news from clients
Business owners do a better job of retirement planning and start investing at an earlier age
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
Behavioural economists have devised techniques to help clients stick to their financial plans. Clients with vivid images of their retirement commit to more ambitious savings programs