Regulator cites Ontario consultation, desire for a coordinated approach
Asking about real-life events can strike a chord
The Advocis proposal will cause unnecessary duplication and cost for the oversight of financial advisors, and it misses the mark for regulating financial planners
Limited awareness of how planners are regulated places Canadians at risk, says Coalition chairman
Current environment leaves consumers vulnerable
Could the regulation of financial planning finally address concerns about proficiency, quality standards and potential conflicts of interest?
Survey finds meeting health-care costs is the second most important investment objective for baby boomers
Helping clients fulfil their life goals goes beyond traditional financial planning, requiring a more rigorous discovery process. But the reward is satisfied, loyal clients
Clients can form strong ties to certain equities for a variety of reasons, from professional experience to respect for a deceased spouse. Your job is to find ways around those attachments when the investment no longer makes sense
List reports increase in CFP numbers, more momentum for recognizing financial planning as a profession