If your clients are confident in their financial skills, they’re more likely to seek your help. That’s the conclusion of a York University study completed last year, which reveals financial stress alone is not enough to motivate someone to seek financial help. Instead, self-efficacy — a client’s belief in their ability to succeed — predicts […]
Warren Buffett has occupied the second spot on the Forbes 400 list of the wealthiest Americans for 15 years, but this year he's been knocked down a peg.
The smallest businesses have the hardest time accessing bank financing.
Many Canadians find it relatively difficult or very difficult to save. Find out why.
They expect outsized returns from low-risk vehicles.
Record-low interest rates are encouraging for investors thinking about borrowing cash to invest in the stock market. Advisors should oversee any of these so-called “smart debt” strategies, says Talbot Stevens, author of The Smart Debt Coach. Stevens tells Advisor.ca that he estimates the level of borrowing to invest is about 10% of what it was […]
The survey found 67% of small businesses expect growth this year, down 11% from 2015.
Just 43% of business owners said that having a great idea for a business is what drove them to start a business.
Sawisky admitted that he failed to learn essential facts about two clients and failed to ensure that securities held by and recommended to those clients were suitable for them.
In light of the news, help your clients understand the implications a divorce would have in their own lives.