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
The degree program will qualify students for FPSC Level 1 Certification in Financial Planning
FPSC survey finds that 39% of Canadians feel they don’t have their financial futures under control
Developed by industry expert, the new resource offers a comprehensive view of the content that should be mastered by qualified planners
Financial planners and financial advisors need to embrace soft skills to succeed in the future
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients