Planning and Advice

Planning and Advice

Helping clients actually enjoy their money

Susan Goldberg discusses how advisors can help over-savers enjoy (at least some of) their money in the here and now.

By Susan Goldberg |May 26, 2016

5 min read

Industry

What your peers forecast for the advice industry

Financial advisors foresee more regulatory changes and technology

By Staff |May 25, 2016

2 min read

Planning and Advice

Help clients see beyond closed doors to a happy retirement

Alexander Graham Bell once said “when one door closes, another door opens.” The problem, he concluded: “We often look so long and so regretfully upon the closed door that we do not see the ones which open for us.”

By Camilla Cornell |May 19, 2016

2 min read

Planning and Advice

Don’t forget to do the OSC’s risk questionnaire

The OSC wants you to complete the 2016 Risk Assessment Questionnaire.

By Staff |May 18, 2016

1 min read

What are the biggest misconceptions clients have about your job?

Q:What are the biggest misconceptions clients have about your job? Joseph Bakish vice-president, investment advisor at Richardson GMP in Montreal Clients often think we have control over the markets, and they also misunderstand fees. When I discuss market movements or costs with clients, I always bring it back to the value clients receive. For instance, […]

May 6, 2016

2 min read

Planning and Advice

Helping clients actually enjoy their money

What your peers forecast for the advice industry

Help clients see beyond closed doors to a happy retirement

Don’t forget to do the OSC’s risk questionnaire

Ottawa may soon help transgendered clients

Finding the right buyer for your book

First estimate of Fort Mac losses as high as $45 million

Millennials talk ORPP with retirees

Canada’s record on finding tax evaders is dismal

What are the biggest misconceptions clients have about your job?