Advisors need to help clients find purpose in retirement
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Latest news in Financial Planning
Securing credit in a rising-rate environment
You and your clients may need to get creative in brainstorming strategies for borrowing
- By: Daniel Calabretta
- June 17, 2022 June 15, 2022
- 10:00
How to help clients plan for career changes
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
- By: Daniel Calabretta
- April 4, 2022 April 4, 2022
- 15:38
Tips for surviving next year’s RRSP season
If you've been overwhelmed over the past month, two financial advisors offer ideas for improving your experience in 2023
- By: Daniel Calabretta
- February 24, 2022 February 24, 2022
- 16:11
Planning is key to securing digital assets
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
- By: Maddie Johnson
- August 30, 2021 August 30, 2021
- 00:07
“Light planning” could expand access to financial advice
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
- By: Melissa Shin
- April 29, 2021 April 29, 2021
- 18:47
Cost control is paramount during uncertain markets, say advisors
Portfolio managers at Inside ETFs talked about the importance of managing both fees and performance expectations
- By: Mark Burgess
- November 9, 2020 November 9, 2020
- 16:46
Positioning portfolios for a slowdown
Should clients stay the course, exit the market or review their asset mix?
- By: Dwarka Lakhan
- January 17, 2020 January 17, 2020
- 00:05
Potential effects of the new degree requirement for CFPs
A degree will be required to earn the "Certified Financial Planner" designation, effective April 2022
- By: Michelle Schriver
- August 26, 2019 October 31, 2019
- 15:36
Report reveals Canadians’ weak knowledge of retirement income
Employer plans, OAS and GIS were the least understood topics
- By: IE Staff
- May 13, 2019 October 31, 2019
- 12:55
Advisors top list of retirement planning tools: survey
But advisors aren’t as popular with Gen X investors
- By: IE Staff
- May 13, 2019 October 31, 2019
- 10:30
Singles: A growing demographic
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
- By: Leah Golob
- May 3, 2019 November 6, 2019
- 00:12
The budget and your clients
Feds create new annuity options, enhance Homebuyers’ Plan
- By: IE Staff
- April 5, 2019 October 31, 2019
- 10:27
On deadline: Tax tips
Even if you don't prepare your clients' taxes, you can help with these pointers
- By: Dwarka Lakhan
- April 5, 2019 November 6, 2019
- 10:08
After the rush: Post-RRSP reviews
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
- By: Dwarka Lakhan
- March 8, 2019 November 6, 2019
- 15:11
Many women put their retirements at risk making financial sacrifices
By their late 50s, women have saved approximately half of what men have saved
- By: IE Staff
- February 21, 2019 October 31, 2019
- 11:30
B.C. Child Opportunity Benefit a centrepiece of provincial budget
The new program will provide almost $400 million a year to about 290,000 families
- By: Canadian Press
- February 20, 2019 October 31, 2019
- 08:40
Canadians boost RRSP holdings
Cautious investors represent an opportunity for advisors
- By: IE Staff
- January 29, 2019 October 31, 2019
- 13:52
Financial planning’s persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical
- By: Fiona Collie
- January 21, 2019 November 6, 2019
- 00:05
Half of working-age women worry they won’t have enough in retirement
43% of men have the same concern
- By: IE Staff
- January 8, 2019 October 31, 2019
- 12:50
CRA updates child-related tax folios
Revised folios provide tax guidance for clients who are parents, students or parents of students
- By: Melissa Shin
- December 17, 2018 October 31, 2019
- 13:00
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
- By: Michelle Schriver
- December 10, 2018 October 31, 2019
- 12:30
FPSC unveils new FP Canada details, introduces QAFP designation
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
- November 26, 2018 October 31, 2019
- 12:56
TFSA annual contribution limit rises to $6,000
The cumulative TFSA contribution limit in 2019 will be $63,500
- By: Rudy Mezzetta
- November 19, 2018 October 31, 2019
- 13:45
Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
- By: Anne-Marie Vettorel
- November 15, 2018 October 31, 2019
- 13:55