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
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