Financial planning

Women’s financial goals more modest than men’s: report Fallback Image Decorative pattern

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

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

How the banks rate on giving clients advice Fallback Image Decorative pattern

Industry

How the banks rate on giving clients advice

Only one-third of these customers (33%) recall receiving advice from their banks.

By Staff |February 26, 2018

3 min read