Home Financial planning

Keyword: Financial planning

422 results found

The similarity of Advocis’ IAFE could create confusion

boomer couple signing contract with financial planner

U.S. advisors are increasingly using financial planning to build trust with clients

IG Wealth Management corporate logo

The launch of IG Living Plan will enable the company to better address the needs of HNW clients

  • October 2, 2018 October 2, 2018
  • 15:00
Quebec and Canadian Flags`

The Quebec financial planning organization will become a partner of a rebranded FP Canada

photo of business partners hands applauding

An investment industry veteran and a respected academic are recognized for their contributions to financial planning

  • By: IE Staff
  • September 25, 2018 September 26, 2018
  • 15:00
artist working in a original oil canvas

Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes

boomer couple signing contract with financial planner

The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills

man woman handshake by close up on a blue background

Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust

  • By: Cary List
  • September 17, 2018 September 14, 2018
  • 06:00
hi-tech technological background

TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.

envy, fish bowl, holiday spending concept

Less than half of respondents have a financial strategy in place and adhere to it

  • By: IE Staff
  • July 23, 2018 July 23, 2018
  • 11:15