The certification body released its annual statistics, achievements and priorities
Private Client Advice will provide customized coverage
Power Corp. affiliate Portage Ventures is among the startup's investors
The rules are designed to set clear expectations for planners who use technology in their practices
Most candidates took the test online
Martin Dupras, president of ConFor Financiers, has been named chairman
More than half of respondents to a national survey said they’ve lost sleep over money
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
The federal government hasn’t given up on addressing systemic risk at the national level
Financial planners must embrace the opportunity to think beyond the current communities they serve