The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
The Crown corporation also introduced changes for deposits held in trust or placed through financial advisors
Plan sponsors must tread carefully ahead, RBC Investor & Treasury Services says
FP Canada and the IQPF released their 2022 guidelines
Inflation above 7% in the second half of this year would lead to a monetary policy-induced recession, Scotiabank says
Almost 400 candidates wrote the February exam
Testing this spring will include product comparisons, client onboarding
Private assets, systemic leverage added to performance
The expected amount to pay for a house increased by $100K since last year, a BMO survey says