Ethics, technology, regulation have shaped today’s financial planning profession
30 years after the launch of what would become FP Canada, the modern profession has learned 5 important lessons
Latest news in Tashia Batstone
Reframing careers in financial planning for a new generation
We need to show young talent how rewarding the profession can be
- By: Tashia Batstone
- July 24, 2025 July 24, 2025
- 13:32
Coopetition is good for advisors, clients and the industry at large
Why financial planners and other financial services professionals work better together
- By: Tashia Batstone
- June 18, 2025 June 18, 2025
- 13:30
To connect with financial planning clients, building trust is essential
Planner-client relationships thrive on communication and confidence
- By: Tashia Batstone
- April 1, 2025 April 1, 2025
- 13:44
Professional standards matter more than ever
We must continue to ensure the integrity of the profession, and strengthen Canadians’ trust in it
- By: Tashia Batstone
- February 11, 2025 February 10, 2025
- 06:59
Breaking down barriers to financial planning access
Professional planners have a vital role to play in helping underserved Canadians
- By: Tashia Batstone
- December 9, 2024 December 9, 2024
- 16:00
A time of transition for the financial planning profession
Financial planners continue to adapt to a whirlwind of new developments in recent years
- By: Tashia Batstone
- October 11, 2024 October 11, 2024
- 16:27
To deliver value, financial planners must move beyond tech assumptions
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
- By: Tashia Batstone
- August 19, 2024 August 16, 2024
- 16:00
Canadians must be educated about financial planning qualifications
Understanding the skills and competencies to look for in a financial planner empowers the public
- By: Tashia Batstone
- June 24, 2024 June 24, 2024
- 16:00
U.S. Supreme Court upholds a tax on foreign income
Justices left in place provision of 2017 tax law expected to generate $340 billion, mainly from foreign subsidiaries of domestic corporations
- By: Mark Sherman, The Associated Press
- June 20, 2024 June 20, 2024
- 12:24
Title protection in Canada must put consumers first
Opinion: To provide clarity and protection to the public, the way forward requires transparency
- By: Tashia Batstone
- April 25, 2024 April 25, 2024
- 16:00
Empowering women as clients and as financial planning professionals
The profession plays a key role through meaningful advice, inclusivity
- By: Tashia Batstone
- March 4, 2024 March 6, 2024
- 15:00
In a digital landscape, financial planning relationships matter
Make the most of tech while building trust with clients
- By: Tashia Batstone
- December 11, 2023 December 6, 2023
- 15:00
How financial planners can ease financial vulnerability
World Financial Planning Day offers opportunity to consider the profession’s critical role
- By: Tashia Batstone
- October 4, 2023 October 4, 2023
- 08:32
Is financial planning ready for a new generation?
Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth
- By: Tashia Batstone
- July 31, 2023 July 28, 2023
- 15:00
The promise of a global financial planning profession
Worldwide collaboration strengthens standards and advocacy, and leverages leadership
- By: Tashia Batstone
- May 29, 2023 May 29, 2023
- 15:29
Building financial planning skills to build client trust
Technical, professional and interpersonal skills are key to help clients achieve financial wellness
- By: Tashia Batstone
- April 3, 2023 April 3, 2023
- 15:00
Financial planners are key to building financial resilience
A crucial measure of Canadians’ financial health has weakened, but together we can strengthen it
- By: Tashia Batstone
- February 6, 2023 February 6, 2023
- 15:00
Financial planning and digital transformation: It’s time to act
Realizing technology’s full potential for the profession requires a thoughtful, proactive approach
- By: Tashia Batstone
- October 31, 2022 October 31, 2022
- 15:04
Building a financial planning workforce for the future
It’s time to talk about attracting new talent to the profession
- By: Tashia Batstone
- September 2, 2022 September 2, 2022
- 15:00
Imagining financial wellness for all Canadians
Diversity, equity and inclusion are essential to enhancing access to financial planning
- By: Tashia Batstone
- July 11, 2022 July 11, 2022
- 15:00
A new era of clarity in Ontario
With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
- By: Tashia Batstone
- May 16, 2022 May 16, 2022
- 15:00
The key role of planners during challenging times
Inflation, rising interest rates and market volatility have significant impacts for Canadians
- By: Tashia Batstone
- March 21, 2022 March 21, 2022
- 15:00
Breaking down the barriers to seeking financial advice
Consumer confidence is key to drive behaviour
- By: Tashia Batstone
- December 15, 2021 December 15, 2021
- 15:00
Tech is a force for transformation, inclusion
Financial planning is changing amid digitization
- By: Tashia Batstone
- September 28, 2021 September 28, 2021
- 15:00