Planning and Advice

Investors flock to loudest, least skilled voices on social media, finds research Investors flock to loudest, least skilled voices on social media, finds research

Planning and Advice

Investors flock to loudest, least skilled voices on social media, finds research

A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

By Mark Burgess |May 9, 2023

2 min read

Client satisfaction tumbles with markets: J.D. Power 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 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 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