Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance
Woodgate Financial Inc., Investment Planning Counsel, are among Focal's customers
Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings
IG Wealth survey echoes findings of IE’s Report Card series
Province harmonizes with Ontario on education
Competency profile should align more closely with financial planner title, CEO says