Financial Planning

22 Jul This is why high-net-worth clients disengage

Posted at 10:45h in Financial Planning

Strong client relationships aren't lost overnight. Discover why high-net-worth clients quietly disengage and how more meaningful, forward-looking...

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22 Jul Recommended Summer Reading

Posted at 10:44h in Financial Planning

Looking for your next great read? From The Wealthy Barber to behavioural finance classics, discover a collection...

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17 Jun Why advisors, firms must emphasize dementia planning

Posted at 10:29h in Financial Planning

Grey divorce can reshape every part of retirement planning, from income and housing to tax, estate and...

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16 Jun Grey divorce has both financial and lifestyle implications If your client’s marriage ends after 50, years of planning ends with it — advisors have an important role to play

Posted at 11:02h in Financial Planning

Grey divorce can reshape every part of retirement planning, from income and housing to tax, estate and...

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11 May Elevating the Standard: Why the IAFP^®’s New Fiduciary Requirement is a Landmark for Canadian Financial Planning

Posted at 08:12h in Financial Planning

The IAFP^® is raising the bar for financial planning in Canada. Learn why the new fiduciary requirement...

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02 Apr Advocacy in Action: Protecting the Financial Interests of Canadian Families

Posted at 11:40h in Financial Planning

The IAFP^® mission extends beyond supporting financial planning professionals; we are dedicated advocates for the Canadian public....

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06 Aug Why the IAFP is adopting a fiduciary standard for financial planners

Posted at 13:42h in Financial Planning

The IAFP sees a growing appetite for fiduciary values, which could also help to recruit new members....

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01 Aug IAFP to adopt fiduciary standard for RFP designation holders

Posted at 15:11h in Financial Planning

A fiduciary standard would be “one more reason” for prospective clients to seek professionals with the RFP...

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05 Oct The Importance Of Choosing The Right Social Media Platform For Financial Advisors

Posted at 11:31h in Financial Planning, Marketing, Security, Technology

Financial advisors should carefully consider their preferred platform and target audience when developing their social media strategy...

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