Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
Allegations of unprofessional LinkedIn posts go before a hearing panel in July
Common law spouse successful in rebutting presumption of trust, court finds
Only 13% of survey participants said they’ve planned for PSW care
Sitting had 280 candidates
Canadian and U.S. equities are both projected to return 6.6% annually in the coming decade
Leaving Canada means planning for departure tax, transfer of non-registered assets
October sitting had 399 candidates
Professional planners have a vital role to play in helping underserved Canadians
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation