Clients reviewing their estate planning needs expect advisors to have the knowledge and capabilities to facilitate charitable giving
Westerners are more likely to have a financial plan than Easterners
This growing demographic has retirement needs and challenges that are unique
Emphasis on relationship building makes clients more comfortable providing accurate information about their finances
PlanPlus Web Advisor rolled out to credit unions
Those with a financial plan feel significantly more financially successful
Comments recommend the creation of a financial planning rule that’s applicable to the entire financial services industry
The IQPF is taking its case to the province’s justice minister in its efforts to create a body that will oversee 5,200 financial planners
Definition of the Personal Financial Planning Process is far too narrow under the proposed rule, Institute says
IIROC should think hard about the costs and benefits of its proposed rule