Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility
New “duty of loyalty” for financial planners replaces “client first” principle
Financial planners and financial advisors need to re-evaluate retirement planning processes to ensure they resonate with their clients
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
FPSC survey compares the financial health of Canadians for Financial Planning Week
Income expectations vary by age
BMO WealthPath aims to be a more interactive and collaborative way to engage clients in financial planning discussions
The similarity of Advocis’ IAFE could create confusion
U.S. advisors are increasingly using financial planning to build trust with clients
The launch of IG Living Plan will enable the company to better address the needs of HNW clients