All items tagged with: investors
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.
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.
Posted in: Strategic Thinking , Tax Planning, CRA, knowledge bureau, Canada Pension Plan, Evelyn Jacks, income tax, retirement planning, rrsp, tax courses, wealth management, financial education, net worth, online education, Knowledge Journal, Barbara Schuster, Investors Group
Congratulations to Barbara Schuster from Investors Group who just graduated from Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning self-study course, and had the following comments about her experiences:
Posted in: Strategic Thinking , Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors
In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance: you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.