Investment Executive heads to Vancouver to report from the 13th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from June 3 to 6.
June 9, 2015
Investment Executive heads to Vancouver to report from the 13th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from June 3 to 6.
June 9, 2015Minister of State (Social Development) Candice Bergen reminds advisors to make sure they tell clients about government savings vehicles for education and the disabled (RESPs and RDSPs) She spoke at the CIFPs 2015 annual conference in Vancouver.
Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you can add distinctive value, and helping clients avoid doing the wrong thing at the wrong time. He spoke at the CIFPs 2015 annual conference in Vancouver.
Peter Drake, vice president, retirement & economic research with Fidelity Investments Canada ULC, discusses key economic and demographic trends that will impact future financial planning. He spoke at the CIFPs 2015 annual conference in Vancouver.
Consistent service and fees are key areas where robo-advisory services have an edge
Introduction of provincial plan means clients would substitute their TFSA or RRSP investments for the mandatory public pension
With claims against advisors on the rise, you need to ensure you obtain the proper E&O insurance for your practice by asking some key questions
Although there are misperceptions about this demographic, data show that these young adults are on track just the way baby boomers were 30 years ago
Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may impact your clients. He spoke at the CIFPs 2015 annual conference in Vancouver.
Regulatory developments both at home and abroad have resulted in an unprecedented landscape, lawyer says
The new regulatory system will necessitate advisors to follow incredibly detailed requirements
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
