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Don’t be a newb
“When it comes to money, there are a lot of newbs who think they know what they are doing. And that can lead to some very expensive mistakes. The tragic part is many times these mistakes are avoidable.” Smart Money Don’t be a newb
Also posted in All Columns, Planning Encyclopedia
What is the price of parenthood?
“I’ve never had a client ask how much raising a child would cost,” says Brad Brain, president of Brad Brain Financial Planning Inc. in Fort St. John, B.C. Investment Executive Article
Also posted in Education Funding
Are tougher RESP dealer rules needed
But Brain questions whether SRO oversight of SPDs would in fact benefit investors: “If we still have virtually untrained people selling crappy products, [will that] actually make a difference?” From Investment Executive, March 2020 Are tougher RESP dealer rules needed_ _ Investment Executive
Sentiment split on new degree requirement for financial planners
Brad Brain, a CFP at Brad Brain Financial Planning Inc. in Fort St. John, B.C. who also holds an undergraduate degree in economics from the University of Victoria, says the change will be ineffective because it ignores the need for regulation on who can call themselves a financial planner. From The Globe and Mail, October…
Lessons from a Former Regulator
Up-to-date knowledge of and adherence to regional regulatory systems is vital to ensure your practice’s ethical standards are never put into question. As appeared in Insurance News Net, and American magazine, based on a presentation Brad did at the MDRT Global Conference in Sydney, Australia 5-minute Finance_ Lessons From A Former Regulator – AdvisorNews 2
Advisors React to the Federal Election
Brad Brain, a portfolio manager with Aligned Capital Partners Inc. in resource-rich Fort St. John, B.C., said the sense of alienation in Western Canada “is something that should not be underestimated right now.” From Advisor’s Edge magazine, October 2019 Advisors react to the federal election _ Advisor’s Edge
A message from Canada to UK advisers: don’t get complacent
In 2016, I initiated a complete overhaul of my already successful financial planning practice. As expected, it was incredibly disruptive and very expensive. I knew it would be a hard road, but I was wrong. It was so much worse. April 2019, from CityWire, a financial advisor magazine based in London, UK.
Clients Seek Growth with a Dose of Reassurance
Originally published in The Insurance & Investment Journal, February 2010. By Al Emid, featuring Brad Brain
Planning For The Worst
Originally published in The National Post Business Magazine, March 2003. By Pam Withers, featuring Brad Brain. View the images below, or the downloadable PDF.
Couple’s Legacy is Their Grandsons’ Education
This article originally appeared in Investment Executive, December 2008.By Catherine Harris, Featuring Brad Brain “Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks to Brad Brain, certified financial planner and registered financial planner with Manulife Securities Incorporated in Fort St. John, B.C., and Warren Baldwin, CFP, RFP…
