Judges will review submitted financial plans to determine which one creates the greatest value for the client
36% of Canadians surveyed lied about financial matter to partner: poll
The CFP examination was written by 473 candidates — the highest number since 2010
Planswell currently operates in British Columbia, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia
Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into
Over a quarter of Canadians plan to make a money-related resolution this year
The global Financial Planning Standards Board is focused on helping financial planners adapt to changing market dynamics and technology
Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth
The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners
Manulife life study finds connection between money worries and emotional health