As banks invest in software and training, advisors wait for the payoff
First-time competitor Michael Palumbos of Rochester, NY took top prize for the Americas
This year’s theme was “Making Financial Planning a Recognized Profession”
More than one-third don't have access to a financial professional
Seven complaints were referred to a hearing panel, half as many as the previous year
The digital platform will now combine financial planning and wealth management
As investor needs shift, advisors are embracing a comprehensive look at their clients' finances
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
Guidelines aim to help planners make long-term projections
The FP Canada Institute will offer courses for exam preparation and continuing education