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All items tagged with: holistic wealth management

Relationship Management: Advisory Can Help Feuding Couples

Posted: August 14, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking, Current Issue , Debt Management, Real Wealth Management, Financial Literacy, Debt, family finances, knowledge bureau, Evelyn Jacks, Essential Tax Facts, financial education, holistic wealth management, retirement planning tax-efficient income

A recent Fidelity Investment report points out that debt is one of the biggest issues that drives couples apart, with 36 percent saying that money is their biggest marital hurdle. But many couples also struggle to communicate about financial matters that could lead to repercussions down the road. The help of astute tax and financial advisors is critical.

Mortgage Stress Test: Benefits to Canadian Debt Management

Posted: July 10, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Debt Management, Real Wealth Management, Financial Literacy, Financial Advisor, investment, knowledge bureau, interest rates, Evelyn Jacks, real estate, master financial advisor, retirement income, financial education, mortgage stress test, mortgage lenders, Retirement and Estate Services Specialist, holistic wealth management, Canadian debt levels, debt to income ratio, qualifying for a mortgage, wealth building, Tax Strategies for Investors

In January, a new mortgage stress test was put in place requiring Canadian home buyers to qualify at rates higher than the benchmark interest rates imposed by the Bank of Canada and individual lenders. The implications to Canadian debt levels and the housing market are factors advisors should consider when offering holistic advice to clients.

Surviving Market Volatility: Advisors Must Manage Clients’ Emotions

Posted: July 03, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, knowledge bureau, relationship management, financial advisors, wealth managers, financial education, CE summits, Executive Business Builder Program, online courses, Business Builder Retreat, holistic wealth management, client-centric strategies, fifnancial advisor studies, future of wealth management, evelyn Jcks

Volatility is cited as the largest threat to the financial markets and 73 percent of advisors involved in the Natixis Investment Managers 2018 Global Financial Professionals Survey believe this will affect performance. Close to 90 percent believe their primary role is to help clients get through the emotional roller coaster – and their success increasingly hinges on this skillset as economic uncertainty rises.

Work Stress Kills: Flexible Career Opportunities Benefit Pre-Retirees

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, self-employed, knowledge bureau, Evelyn Jacks, tax courses, master financial advisor, retirement income, bookkeeping courses, financial education, tax preparer, entrepreneur, tax careers, holistic wealth management, bookkeeping career, online, pre-retirees, work stress, health risks, Retirement services specialist, self-study

Demanding careers and workplace stress can lead to premature death in men with existing health issues, according to a new study, although women seem to fair better. It speaks to the need for financial advisors to sit down with their boomer clients and have a frank talk about how long to work if the couple is serious about living their dream retirement.

Advisors Lack Holistic Planning Focus: 50% of Future Clients Will Demand It

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Advisor, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, digital age, ce credits, entrepreneur, financial conference, CE summits, artificial intelligence, wealth advisor, leadership courses, investors, leadership development, leadership retreat, Business Builder Retreat, holistic wealth management, business building, value-add, adding value, relationship managaement, A.I., Advanced Family Tax Preparation

A new report demonstrates that many advisors are unprepared to meet the changing demands of their clients, particularly with regards to holistic goal planning in wealth management. This will be among the top things that 50 percent of investors will look for when selecting an advisor by 2022.

Advisors Uncertain About Their Future: Finding New Direction

Posted: June 12, 2018
Posted in: Strategic Thinking , knowledge bureau, succession planning, Evelyn Jacks, financial advisors, tax advisors, tax education, entrepreneur, artificial intelligence, Executive Business Builder Program, online education, Real Wealth Managers, leadership development, corporate culture, Business Builder Retreat, holistic wealth management, transitioning a business, Fundamentals of Succession Planning

A new study shows that change in the financial services is leaving many advisors feeling unsettled and insecure about the future of their firms. If you’re one of them, exactly what are the solutions that can provide meaningful help to you?