Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc
Why You Will (Probably) Lose Money Trading Options
Why modelling decumulation products for clients is so challenging
Decumulation in Canada: New tontines refresh an old decumulation solution
Launch of ALDAs, return of GMWBs provide more decumulation options
Is the wealth management industry ready for the decumulation challenge?
Avoid being sued over KYP shortfalls
Financial abuse against seniors is on the rise
Don't Miss The 2024 BEFI VIRTUAL SUMMIT
AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years
The Unlock: Building the Best Advisor Tech Stack
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