Also, wealth firm in Victoria, B.C., adopts d1g1t
FP Canada clarifies financial planners' obligations when client relationships end
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Net assets were down 7%
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
Measure to be in place for 2026 renewals
Policy recommendations to improve aging at home are welcome, but proactive planning still required
Understanding the skills and competencies to look for in a financial planner empowers the public
FP Canada Standards Council released its annual enforcement activity
Agent deemed unsuitable after deceiving regulators about continuing education