Title protection in Canada must put consumers first
Opinion: To provide clarity and protection to the public, the way forward requires transparency
Opinion: To provide clarity and protection to the public, the way forward requires transparency
The profession plays a key role through meaningful advice, inclusivity
Make the most of tech while building trust with clients
World Financial Planning Day offers opportunity to consider the profession’s critical role
Professional financial advice is in demand as millennials and gen Z inherit and accumulate wealth
Worldwide collaboration strengthens standards and advocacy, and leverages leadership
Technical, professional and interpersonal skills are key to help clients achieve financial wellness
A crucial measure of Canadians’ financial health has weakened, but together we can strengthen it
Realizing technology’s full potential for the profession requires a thoughtful, proactive approach
It’s time to talk about attracting new talent to the profession
Diversity, equity and inclusion are essential to enhancing access to financial planning
With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
Inflation, rising interest rates and market volatility have significant impacts for Canadians
Consumer confidence is key to drive behaviour
Financial planning is changing amid digitization
We need to focus on ensuring all Canadians have access to sound financial advice
Financial planners must embrace the opportunity to think beyond the current communities they serve