Planning and Advice

Client satisfaction tumbles with markets: J.D. Power

Planning and Advice

Client satisfaction tumbles with markets: J.D. Power

Lack of personalized advice created a void filled by negative returns, the latest survey says

By Staff |May 2, 2023

2 min read

Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says

Planning and Advice

Planners need to see ‘the bigger picture’ on RRIF withdrawals, study says

Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

By Allan Janssen |April 26, 2023

2 min read

Mother considers assisted dying upon Alzheimer’s diagnosis

Advisor's Edge

Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

By Suzanne Yar Khan |April 5, 2023

6 min read

Client Confidential: Bruce Eccles

Advisor's Edge

Client Confidential: Bruce Eccles

A retired entrepreneur talks portfolio mechanics

By Allan Janssen |March 31, 2023

3 min read