Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ Canada's news source for financial professionals Tue, 03 Feb 2026 15:57:57 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial planning | Investment Executive https://www.investmentexecutive.com/tag/financial-planning/ 32 32 Transcript: Real vision means passion for results, not platitudes https://www.investmentexecutive.com/soundbites/transcripts/transcript-real-vision-means-passion-for-results-not-platitudes/ Tue, 03 Feb 2026 18:01:50 +0000 https://www.investmentexecutive.com/?p=530510 Part 1 in our series with Chris Reynolds of IPC, discussing his new book, The Six Circles of Success

The post Transcript: Real vision means passion for results, not platitudes appeared first on Investment Executive.

]]> Tech roundup: New Canadian crypto analysis app launched https://www.investmentexecutive.com/news/industry-news/tech-roundup-new-canadian-crypto-analysis-app-launched/ Mon, 02 Feb 2026 19:01:52 +0000 https://www.investmentexecutive.com/?p=530069 Plus, new financial planning software gains ground and insurer starts using small language model

The post Tech roundup: New Canadian crypto analysis app launched appeared first on Investment Executive.

]]> FP Canada lends support to national CPA body https://www.investmentexecutive.com/news/fp-canada-lends-support-to-national-cpa-body/ Mon, 19 Jan 2026 21:44:51 +0000 https://www.investmentexecutive.com/?p=529760 Support reflects commitment to harmonized standards, global influence

The post FP Canada lends support to national CPA body appeared first on Investment Executive.

]]> Advisor title regulation in effect for New Brunswick https://www.investmentexecutive.com/news/advisor-title-regulation-in-effect-for-new-brunswick/ Tue, 06 Jan 2026 21:29:53 +0000 https://www.investmentexecutive.com/?p=528808 Credential requirements are being phased in over the next few years

The post Advisor title regulation in effect for New Brunswick appeared first on Investment Executive.

]]> Tech roundup: New financial planning software launches https://www.investmentexecutive.com/news/industry-news/tech-roundup-new-financial-planning-software-launches/ Mon, 05 Jan 2026 18:30:19 +0000 https://www.investmentexecutive.com/?p=527228 Also, Conquest’s new CEO and new insurance partnership

The post Tech roundup: New financial planning software launches appeared first on Investment Executive.

]]> FP Canada names its first diversity scholarship recipients https://www.investmentexecutive.com/news/fp-canada-names-its-first-diversity-scholarship-recipients/ Wed, 26 Nov 2025 14:05:17 +0000 https://www.investmentexecutive.com/?p=526333 Recipients can enroll in an FP Canada Institute CFP or QAFP program at no cost

The post FP Canada names its first diversity scholarship recipients appeared first on Investment Executive.

]]> Financial planners take on finfluencers — Bessner-style https://www.investmentexecutive.com/news/financial-planners-take-on-finfluencers-bessner-style/ Fri, 21 Nov 2025 14:43:55 +0000 https://www.investmentexecutive.com/?p=525998 At FP Canada conference, Ellen Bessner offered tips on serving younger clients

The post Financial planners take on finfluencers — Bessner-style appeared first on Investment Executive.

]]> FP Canada posts positive 2024–25 results as fee revenue grows https://www.investmentexecutive.com/news/fp-canada-posts-positive-2024-25-results-as-fee-revenue-grows/ Mon, 03 Nov 2025 19:26:44 +0000 https://www.investmentexecutive.com/?p=524395 Education program fees increased by 38%

The post FP Canada posts positive 2024–25 results as fee revenue grows appeared first on Investment Executive.

]]> N.B.’s title protection drops enhanced educational requirement for financial advisors https://www.investmentexecutive.com/news/n-b-s-title-protection-drops-enhanced-educational-requirement-for-financial-advisors/ Mon, 27 Oct 2025 20:57:01 +0000 https://www.investmentexecutive.com/?p=523728 Province harmonizes with Ontario on education

The post N.B.’s title protection drops enhanced educational requirement for financial advisors appeared first on Investment Executive.

]]> Financial planner loses certification over discriminatory social media posts https://www.investmentexecutive.com/news/industry-news/financial-planner-loses-certification-over-discriminatory-social-media-posts/ Fri, 24 Oct 2025 10:00:47 +0000 https://www.investmentexecutive.com/?p=523478 "Factually novel" case involves off-duty conduct

The post Financial planner loses certification over discriminatory social media posts appeared first on Investment Executive.

]]>