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
The certification body also proposed a "monitor and review" practice standard
Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies
Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans
Financial literacy is important to Michail Tsirikos, who specializes in advising teachers and other educational workers
The transaction supports Canaccord's strategy to grow wealth management
With the vast majority of advisors focused on planning, firms must continue investing in that area
World Financial Planning Day offers opportunity to consider the profession’s critical role