Research commissioned by FP Canada and IQPF measured Canadians' ability to get through financial hardships
At RBC, one-quarter of customers use points for mortgage, credit card payments
Organization reunites people with unclaimed money in old bank accounts
Outdated processes can ruin client relationships before they begin
Regulation can help firms and advisors deliver better client outcomes
Advisors discuss the need to prepare for tough times
Self-reported financial skills aren't backed by evidence, a CPA Canada survey finds