Living wills give clients some control
They can also relieve the decision-making burden faced by friends and relatives when serious illness or disability strikes
They can also relieve the decision-making burden faced by friends and relatives when serious illness or disability strikes
In an ideal relationship, the client comes first, the planner comes second and firm comes last, advisors say
Companies strive to regain focus after merger between two fails
Whether they are satisfied with their firm or not, most planners are reluctant to even consider moving
But are all these innovations catching clients’ attention?
Planners object to being “nickel-and-dimed” by companies that like to download costs and chisel away at commissions
The era of consolidation is winding down and the consolidators are shifting their emphasis
How we learned planners’ views on their firms and their businesses
Almost half of planners surveyed do not hold a CFP, and even fewer are pursuing other qualifications
Planners’ Report Card winner sees opportunities in the average Canadian investor
