Now is the time to sell clients on new ideas
Attendance is expected to surpass last year’s event while all the major sponsors have returned (IE:TV)
Consumers prefer commission-based fees, but this reinforces the “sales” reputation of planners
Don’t ignore U.S. large cap stocks, warns Hill
U.S. estate taxes in flux, author tells CIFPs conference
CIFPs firms permitted to pay a portion of direct costs incurred in organizing and presenting annual national conference
Move intended to create one body for planners
CIFPs conference follows on the heels of the acquisition of the Canadian Institute of Financial Planning
Association announces the opening of the first six local chapters across Canada