After recent turmoil, clients may be more willing to consider high-risk events
An investment plan does not equal a financial plan
Going beyond investments with clients remains a good way to add value, particularly in down markets
FSRA's advisory committee for planners, advisors nearly fully staffed; new CFO at CPPIB
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
Groups laud Saskatchewan's interest in higher standards
But while some advisors say they are getting the planning tools they need, others say their firms need to do more
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
It’s time to talk about attracting new talent to the profession
New designation approved by FSRA has requirements very similar to those of SROs