Planning and Advice

Is the worst yet to come for the economy?

Advisors discuss the need to prepare for tough times

By Michelle Schriver |October 14, 2022

4 min read

Planning and Advice

Move away from DB plans puts pressure on global pensions

Canada's pension score improved slightly from last year but its ranking dropped to 13th, a report says

By Maddie Johnson |October 11, 2022

2 min read

Planning and Advice

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

By Daniel Calabretta |October 5, 2022

3 min read

Planning and Advice

Asking the right questions with clients

Including clients in a solution will strengthen relationships

By Daniel Calabretta |October 4, 2022

2 min read

Planning and Advice

Divorce should prompt investment strategy review, say financial planners

Valuations for property division are tied to the date of separation, rather than the date a divorce is granted

By Michael McKiernan |September 28, 2022

3 min read

Planning and Advice

Don’t assume clients understand inflation risk

European regulators warn industry to pay special attention to inflation in disclosure and suitability

By Staff |September 27, 2022

1 min read

Planning and Advice

Retirement in Canada is becoming less secure: report

Canada dropped in Natixis' annual ranking as inflation, interest rates and income inequality took a toll

By Mark Burgess |September 13, 2022

2 min read

Planning and Advice

Dealing with ‘quiet quitting’ as a financial advisor

If one of your support staff is not performing to their usual level, it’s worth a conversation

By Todd Humber |September 12, 2022

3 min read

Planning and Advice

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

By Daniel Calabretta |September 9, 2022

2 min read

Planning and Advice

Advisors must improve how they work with wealthy families

False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

By Rudy Mezzetta |August 10, 2022

2 min read

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