Planning and Advice

Advisor's Edge

What two investment trends or ideas do you find most interesting right now?

We asked three advisors

By Derek Clouthier |May 11, 2021

3 min read

Advisor's Edge

Letter to the editor: Don’t underestimate credentialing bodies

FP Canada responds to March article

May 11, 2021

2 min read

Advisor's Edge

How diverse is your investment management team?

A study of hedge funds highlights the pitfalls of homogeneity

By Mark Burgess |May 11, 2021

2 min read

Planning and Advice

How clients’ personalities affect financial advice

A TD Wealth study offers insight on how different types of clients respond to advice and volatility

By Mark Burgess |May 4, 2021

2 min read

Planning and Advice

Can “light planning” expand access to financial advice?

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

By Melissa Shin |April 29, 2021

4 min read

Planning and Advice

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

By Brooke Smith |April 12, 2021

4 min read

Planning and Advice

How advisors are connecting with clients’ kids

Providing early guidance on goals and investing serves the whole family

By Katie Keir |April 9, 2021

3 min read

Planning and Advice

Loneliness adds to at-risk seniors’ vulnerability: report

FINRA found that isolation can impact decision-making, including when it comes to finances

By James Langton |March 22, 2021

2 min read

Industry

Young Canadians ready to focus on finances

Pandemic job losses remain a challenge, however

By Staff |March 12, 2021

1 min read

Advisor's Edge

Taking a pass on pricey products

Clients need advisors who control costs

By Michelle Schriver |March 12, 2021

4 min read

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