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
The Quebec financial planning organization will become a partner of a rebranded FP Canada
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills
Trust between financial planners and their clients is essential — and professional standards provide the foundation for that trust
TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.
Less than half of respondents have a financial strategy in place and adhere to it
Financial planners need to communicate the tangible impact financial planning can have on Canadians’ lives