Who to Follow in Canadian Finance

In this post, we have compiled a list of top influencers, both individuals and publications / organizations, who are regularly consulted on financial issues in Canada. If you’re looking for a solid reading list on personal finance issues specifically for Canadians, this list is a great place to start.

Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?

In February, I published an article on ADVISOR.CA titled “Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?” In it, I examined the claim that using a robo-advisor can add hundreds of thousands of dollars to your investment when compared to the higher fees charged by many human advisors.

CRM2: Uncovering the Full Story

By the time Canadians read their new CRM2 statements, they will learn the cost of advice and fees, and the performance of their investments. But are they getting the whole story? In most cases, for fees in particular, it is only half the story.

RazorPlan’s simplicity can make you a better and more referable advisor

The key to creating effective financial planning software is to understand how advisors use it. So, we set out to talk to advisors who are actively using RazorPlan in their practices and asked them how it was helping them.

Brian Laundry: Advisor of the Future

Brian Laundry has customized his own technology suite, including RazorPlan, that streamlines and automates his business – and the results are compelling. In the past year, Laundry has become a top-producing insurance and planning advisor without hiring a single new staff member.

Savings and Retirement Projections

A new user recently told me a story about how he used RazorPlan during a recent appointment to win a new client. Here’s the story…

Gathering Client Data

Data gathering is one of the most important steps in any financial analysis. The RazorPlan Fact Finder and Application Worksheets can help.

How three advisors use Razor Plan to deliver results

Dave Faulkner set out to design a financial planning tool that was simpler and easier to use than all the rest. Here are the stories of three advisors that are benefiting from this approach.

How to fix financial planning

In many ways, financial planning is broken. So, RazorPlan was created based on re-envisioning the financial planning process.