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
Controlling spending, reducing debt and increasing savings can help your clients reach their goals. And when clients see the results of their efforts, they will be motivated to do better. Follow these steps to put them on the right track
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition