Financial plan updates “tend to have different personalities” as clients age and their priorities shift, but there isn’t an age or life stage at which they need less frequent updates, says an advisor. Full Article >
Many companies are turning to technology such as customer relationship software to help manage growing client volume, but some say they aren’t always the best option for managing relationships. Full Article >
The rise of financial planning done transparently for a flat or hourly fee is one of the most positive developments in the world of money over the past decade. But providing financial plans is a service like accounting or providing legal advice, and sometimes the...
Most Canadians eventually get around to estate planning and putting their financial affairs in order – even if that often occurs later in life than it should. Full Article >
The homebuying process today is overwhelming, exhausting, and in some cases, plain heart-breaking. As many homebuyers’ down payment savings grow, so too do home prices, which can feel like one step forward and two steps back. Full Article >
Before you hit retirement, make sure you have enough funds in low-volatility investments, such as government bonds and GICs, says certified financial planner Rona Birenbaum. Full Article >