Practice

Clients’ path to retirement will impact planning

As you’ve no doubt seen in your practice, clients take many different paths to reach retirement. But unless they have a gold-plated pension, many will not simply quit work on retirement, never to work again.

By Camilla Cornell |November 17, 2016

2 min read

83% of advisors say fee-based model superior: survey

Almost all Canadian financial advisors (98%) see a shift toward a fee-based rather than commission-based practice, according to a survey report from Vanguard Canada. In fact, among advisors who’ve made the transition, 86% said it had a positive impact on client trust, with a majority indicating it also had a positive impact on revenue growth […]

By Staff |November 14, 2016

2 min read

Worst financial mistakes and how to avoid them

Over time, people don't necessarily get better at managing money; they just make different mistakes.

By Staff |November 11, 2016

1 min read

Would your clients have enough money if they lost their jobs?

More than 40% of Canadians say they'd only be able to keep paying their living expenses for one month or less if they lost their main source of income, says FPSC survey.

By Staff |November 11, 2016

2 min read