Personal Finance
Better Finances for a Better You
Topic: "Financial Advisors "
← Curating the web to find the most interesting and helpful
information about your money.
Neontra for Financial Planners
Harness the full potential of Neontra's platform, insights, tools, and resources to collaborate with your clients and assist them in planning for a brighter, more secure future.
Learn more about Neontra for Professionals →Word of the week
Financial Planners
A financial planner or adviser has the certifications and expertise to guide you through various financial challenges. They provide tailored advice for goals like retirement planning, funding your children’s education, or purchasing a home. With their support, you can make informed decisions and confidently navigate your financial journey toward a secure future.
What Is a Certified Financial Planner (CFP)? →Infographic of the week
FP Canada™ 2025 Financial Stress Index
FP Canada publishes the annual Financial Stress Index to gain insight into factors causing Canadians financial stress—and the extent to which CFP® professionals and QAFP® professionals are helping them improve their financial well-being.
The results of the eighth Financial Stress Index reveal that Canadians who work with a financial professional are less stressed about money →Infographic of the week
The Top 5 Reasons People Hire a Financial Advisor
From saving for a down payment to planning for retirement, clients turn to advisors to guide them through life’s complex financial decisions. However, many of the key reasons for hiring a financial advisor stem from emotional factors and go beyond purely financial motivations.
Investors' motivations for working with an advisor go beyond financial reasons →← Curating the web to find the most interesting and helpful information about your money.