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
The Financial Planning Foundation is now getting support from the Institut québécois de planification financiére
Majority of Canadians would make changes to life’s financial decisions, despite widespread satisfaction
Industry groups supportive of formal recognition of financial planning as a profession
Survey finds most Canadians feel comfortable talking about household finances and investments with spouses
Continue with regular meetings, and ensure clients remain engaged with their investments after they retire