Financial Literacy

Where advisors can fill the gaps for women clients Fallback Image Decorative pattern

Industry

Where advisors can fill the gaps for women clients

Many of your clients likely struggle with finances, but women, in particular, might be having a hard time. A survey commissioned by Financial Planning Standards Council (FPSC) finds that 86% of Canadian women struggle with at least one issue when it comes to finances, including: Read: 25% of Canadian retirees live with debt: survey (An […]

By Staff |March 5, 2018

2 min read

More Canadians understand TFSAs: survey Fallback Image Decorative pattern

Industry

More Canadians understand TFSAs: survey

Nearly three-quarters of Canadians (73%) consider themselves at least somewhat knowledgeable.

By Staff |February 28, 2018

2 min read

It’s not hard to stump Canadians with financial terms Fallback Image Decorative pattern

Industry

It’s not hard to stump Canadians with financial terms

If you spend a lot of time educating clients, that might be because Canadians’ financial literacy leaves a lot to be desired. In a poll from the Angus Reid Institute, most Canadians presented with a list of 18 common banking and finance terms said they were “very confident” in the meaning of only two: savings […]

By Staff |February 14, 2018

2 min read

Millennials’ views on saving, investing and job-hopping Fallback Image Decorative pattern

Industry

Millennials’ views on saving, investing and job-hopping

Younger demographic is serious about savings goals

By Staff |January 26, 2018

3 min read