The SRO's proposed proficiency standards for financial planners is getting pushback from some in the industry
With VirtualSage, individuals can talk with a financial planner or retirement consultant through a virtual chat portal
Jim Ruta reminds advisors that departing from planning fundamentals can be detrimental and highlights the importance of following the foundations of financial planning
There’s much confusion about what a financial plan is and such confusion may leave Canadians ill-prepared to deal with future financial needs
Advisors are beginning to recognize the importance of understanding the client as a whole person who has complex and multi-faceted needs
Financial planners and advisors need to take note of this new proposed rule when deciding on what financial planning designation to earn
Susan Bradley, founder, Sudden Money Institute, gives tips for advisors on how to help clients make sound financial decisions during major life transitions.
Those who are most influential to our citizens’ financial success must have the skills to assess what’s in the best interest of those particular individuals
Proposed amendments would establish minimum proficiency requirements for mutual fund reps who present themselves as planners
The first step often is separating unrealistic dreams from attainable objectives