Financial Literacy

Industry

IOSCO issues guidance on investor education

The organization has provided a framework for implementing education programs

By James Langton |September 30, 2019

1 min read

Industry

Nest Wealth acquires maker of financial planning software

Acquisition of Razor Logic Systems will bolster services offered to advisors

By Staff, with files from The Canadian Press |May 15, 2019

1 min read

Industry

Clients don’t understand retirement income sources

As a result, clients are challenged to make savings decisions

By Staff |May 13, 2019

1 min read

Industry

Finlit resources to share with clients

Tools to use during Financial Literacy Month 2018

By Staff |November 2, 2018

3 min read

Industry

Federal agency, partners develop financial literacy pilot

Resulting program will be offered to Indigenous communities and educational organizations

October 1, 2018

1 min read

Advisor's Edge

Expert confidential: Kelley Keehn

Financial literacy advocate, speaker and author of nine personal finance books

By Susan Goldberg |September 21, 2018

3 min read

Advisor's Edge

What financial concept don’t you understand?

We asked three clients

September 21, 2018

2 min read

Planning and Advice

Insights for your value proposition

Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more clients say they want to better understand investing. “Digital solutions have transformed traditional investing and redefined who can invest online, yet some still feel intimidated by having to decide what […]

By Staff |March 12, 2018

1 min read

Industry

Advisors dish up details from the gender divide

Plus, they share how they're making a difference for others in the industry

By Michelle Schriver |March 8, 2018

5 min read

Industry

Women’s financial goals more modest than men’s: report

A recent report that highlights differences between men and women when it comes to investing seems to raise as many questions as it answers. Mylo Financial Technologies finds that women’s financial goals are 52% smaller than men’s: on average, women’s financial goal value is $24,842, compared to $47,810 for men. The reason for the discrepancy […]

By Staff |March 7, 2018

3 min read

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