Planning and Advice

When clients need to use debt in retirement

Debt management strategies can be used throughout a client’s lifetime

By Stephanie Holmes-Winton |November 20, 2024

4 min read

11 questions to ask your clients

Readers share their favourites for generating conversation and uncovering motivations

By Michelle Schriver |November 14, 2024

3 min read

Appointing adult children to manage finances

Clients often grant power of attorney for property to a trusted family member; an adult child is not always the best choice

By Akua Carmichael |October 1, 2024

4 min read

Five ways to provide better advice

Improve client engagement by understanding human behaviour

By Jonathan Got |September 30, 2024

2 min read