Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
IIROC CEO praises existing standards but cautions that global changes could affect Canada (IE:TV)
Software will help instructors oversee CFP students
Regulatory reform can only go so far in curing the financial services industry’s ills, says CIFPs head
The new tax-free savings account offers a variety of opportunities for different types of clients, suggests tax and estate planning expert
There may be obstacles in moving from a commission-based to fee-based practice, but financial advisors could benefit from making the transition sooner rather than later, a panel of industry experts said on Tuesday.At the Canadian Institute of Financial Planners’ annual national conference in Halifax, speakers said financial planners who adopt a fee-based platform could boost […]
New system would mean one standard of care for financial planners, rather than 13 (IE:TV)
Clients experience 15 emotions throughout market cycles
With inflation on the horizon, avoid the bond market (IE:TV)
Financial crisis has presented a strong opportunity improve regulation of financial planning as a profession