Why financial planning is a great career

  With worldwide industry disruption and technological advances occurring at a rapid advance, figuring out your career prospects can seem a little daunting, particularly in the finance sector. Robo advice and automated investing platforms are increasingly popular which begs the question: what is the future of financial planners and is it a good career option? A recent survey conducted by …

Connecting with Clients: Behavioural Economics For Financial Planners 101

We all make a multitude of decisions every day: what to wear to work, what kind of coffee to order, what to pack for our kids’ lunches. But what about about more important, life changing decisions? Like ones about finances and investment. How do we arrive at these more complex decisions? Daniel Kahneman (an Israeli-American psychologist, Nobel economics laureate, and …