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
Consumers expect professionalism and true value from financial advisors
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs