The future has never looked brighter
In his final column, Cary List shares his thoughts on the future of financial planning
Latest news in Cary List
Financial literacy: taking the long view
The Financial Consumer Agency of Canada’s renewed national strategy for financial literacy can help Canadians focus on the future
- By: Cary List
- January 29, 2021 January 29, 2021
- 15:00
Toward a grand renewal
Financial planners can play a key role in rebuilding Canadians’ confidence
- By: Cary List
- November 27, 2020 November 26, 2020
- 15:00
On the cusp of momentous change in Ontario
A new regulatory framework, years in the making, is an opportunity for Ontario to be a model for other provinces
- By: Cary List
- October 2, 2020 October 2, 2020
- 17:57
An encouraging step to improve financial literacy
The implementation of financial self-efficacy skills development in the school system is long overdue
- By: Cary List
- August 7, 2020 August 7, 2020
- 14:42
Embracing new ways of connecting with clients
As financial planners become comfortable doing business virtually, there could be long-lasting benefits for the industry and Canadians
- By: Cary List
- June 12, 2020 June 12, 2020
- 16:39
Helping Canadians navigate unprecedented challenges
The financial planning profession needs to ensure all Canadians have access to the advice they need
- By: Cary List
- April 17, 2020 April 17, 2020
- 14:25
Trust, disclosure and technology
How being transparent with your clients can help build stronger relationships
- By: David Reeve
- March 20, 2020 March 20, 2020
- 16:09
Vision 2020: Taking stock a decade later
Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness
- By: Cary List
- December 12, 2019 December 12, 2019
- 16:50
Why enforcement is more critical than ever
The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession
- By: Cary List
- October 18, 2019 November 10, 2019
- 16:24
Leveraging behavioural economics to improve client outcomes
Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan
- By: Cary List
- August 23, 2019 November 10, 2019
- 17:24
A welcome new regulatory era in Ontario
The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions
- By: Cary List
- June 28, 2019 November 10, 2019
- 13:43
Long overdue title protection coming to Ontario
But the devil will be in the details
- By: Cary List
- May 3, 2019 November 10, 2019
- 16:49
Now is the time to regulate financial services titles
Consumers expect professionalism and true value from financial advisors
- By: Cary List
- March 8, 2019 November 10, 2019
- 17:00
Turbulent markets require a professional touch
Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility
- By: Cary List
- January 14, 2019 November 10, 2019
- 06:00
All Canadians must have access to a financial planner
The financial services sector needs to take steps to ensure the financial planning needs of the mass market consumer are served
- By: Cary List
- November 12, 2018 November 10, 2019
- 07:00
Strengthening financial planning standards
Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust
- By: Cary List
- September 17, 2018 November 10, 2019
- 06:00
Redefining the value of financial planning
Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives
- By: Cary List
- July 23, 2018 November 10, 2019
- 06:00
Ontario takes a step in the right direction
The Ontario government’s recently published proposal for regulating financial planners gets a lot of things right, but several concerns remain with the proposed legislation
- By: Cary List
- May 28, 2018 November 10, 2019
- 06:00
Research is critical to the financial planning profession
Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs
- By: Cary List
- April 2, 2018 November 10, 2019
- 06:00
Professional advice in greater need than ever
Financial planners and advisors have the skills to provide real discipline to help clients stay true to their principles in times when panic sets in
- By: Cary List
- February 2, 2018 November 10, 2019
- 15:31
Shaping the future of financial planning
The global Financial Planning Standards Board is focused on helping financial planners adapt to changing market dynamics and technology
- By: Cary List
- December 3, 2017 November 10, 2019
- 13:00
Financial planners play key role in improving financial literacy
Financial planners must be able to communicate in a manner that clients can understand, absorb and convert advice into appropriate action
- By: Cary List
- October 9, 2017 November 10, 2019
- 18:30
“Financial advisor” and “financial planner” are not the same
It’s time that either the term “financial advisor” truly means something — separate and apart from the licence to sell a product — or to…
- By: Cary List
- August 13, 2017 November 10, 2019
- 12:45
The case for a global profession
Financial planners must embrace their role in the global community of professionals to enhance their credibility and have strength in numbers
- By: Cary List
- June 19, 2017 November 10, 2019
- 05:00