Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.
Whether serving professionals who are moving across the U.S./Canada border or helping clients deal with a large inheritance, Shiraz Ahmed says listening to clients is key
Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money
Lower- and middle-income clients, as well as older ones, were more likely to want to sell
Andrea Thompson wanted to make financial planning available to "average Canadians." So, she launched her virtual firm, Modern Cents, this year
Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals
Financial literacy is one way to counter the effects of gamification
While not a new phenomenon, "social media puts FOMO on steroids,'' Neil Gross says
The appetite for professional financial advice breaks sharply along generational lines
Elderly clients can take steps to help themselves enjoy longer, healthier lives