Active listening and asking the right questions are key to checking on clients' sense of well-being
Improved proficiency for financial advisors still on the table amid persistent demand
The CPP now includes a new, second earnings ceiling
The sitting was the largest this year, with more in-person candidates
Make the most of tech while building trust with clients
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
The October sitting had 57 candidates
Investor survey highlights risks of confusion over titles and proficiency
IG Wealth Management's annual index showed fears about the economy weighing on Canadians
Households are facing the dual drags of inflation and higher interest rates, report says