TD reports 18% of high income earners have below-average financial health
The IG Living Plan Snapshot determines a score based on five financial criteria
The list recognizes the highest scorers from the CFP examination in June
Snap Projections will continue to operate under existing leadership
The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession
Board members can serve up to two three-year terms
Canadian employees are distracted by their personal financial situation
A new tool allows advisors to offer a “lighter financial planning experience” to smaller clients
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