A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious problems down the road
Financial planners must embrace their role in the global community of professionals to enhance their credibility and have strength in numbers
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
Most advisors offer financial planning, but only about half of clients have a plan
Bryce Cross has now won in this competition for the second time in its short three-year history
Financial planners need to continue to lobby for their regulation as a profession in law
The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients
Ontario’s government intends to work with the province’s financial regulators on many of the Expert Committee’s recommendations
Committee proposes restrictions on the use of advisors' titles