Practice

Younger investors more likely to drop advisors, embrace DIY investing

The appetite for professional financial advice breaks sharply along generational lines

By Leah Golob, The Canadian Press |December 14, 2021

4 min read

As omicron looms, ‘weary’ clients may need some TLC

Emotions can run high amid quick corrections, advisor says

By Katie Keir |December 2, 2021

3 min read

Effective planning includes updating beneficiary designations

At FP Canada's ethics session, financial planners were urged to proactively address client changes

By Michelle Schriver |November 26, 2021

3 min read

Help investors beat FOMO

An OSC Dialogue panellist highlighted the need for investor coaching

By Katie Keir |November 24, 2021

3 min read