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Memorial Park - Halifax

This year’s topic was “The Appropriate Use of Social Media in a Financial Planning Practice”

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A co-ordinated approach that doesn’t duplicate existing regulatory oversight will address an important regulatory gap in investor protection

stressed young couple worries about their finances

The majority of Canadians surveyed have at least one financial regret

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FPSC and IQPF update long-term projections for financial planners

Policy-makers called on to do more than they’re proposing

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Financial planners and financial advisors need to understand the market trends affecting financial planning and the evolution of advice

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More than half of the cases heard by FPSC’s disciplinary hearing panel in 2017 resulted in a suspension

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Canada has a key role to play in developing research that helps financial planners serve clients’ increasingly complex needs

  • By: Cary List
  • April 2, 2018 March 29, 2018
  • 06:00

Editorial

  • By: IE Staff
  • March 29, 2018 March 29, 2018
  • 00:01
Queen's Park, Ontario legislature, exterior

A new consultation paper invites comments on proposals that would restrict the use of the title “financial planner” to those with the necessary proficiency or licensing requirements