Practice

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

By Maddie Johnson |November 24, 2021

2 min read

How to better serve a diverse clientele

A panel at FP Canada's conference suggested ways to overcome the barriers some clients face

By Daniel Calabretta |November 24, 2021

3 min read

DP pools should be available to more retiring Canadians, report says

Today's retirees need more decumulation options, the report argues

By Katie Keir |November 16, 2021

3 min read

Addressing the fears and “custom” needs of millennials

A report examines how financial planners can connect with the next generation of investors

By Katie Keir |November 9, 2021

3 min read