With minimum standards in place for use of “financial planner” in Ontario, it’s time for other provinces to act
Technology investment alone is not a panacea
A new benchmark will track the "disconcerting" gaps in financial trust, access and well-being
Plus, find out how your firm rated on overall investor satisfaction
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
FP Canada and the IQPF released their 2022 guidelines
Almost 400 candidates wrote the February exam
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
However, gaps remain between what's important to retail investors and how well advisors are delivering