The organization's president presented a hypothetical ethical scenario involving pre-signed forms at a conference last week
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
James Boylan succeeds Tony Mahabir
The Ontario government’s expert committee’s recommendations, which are expected for early next year, could have repercussions for advisors across Canada
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including: the economic outlook; how to restore trust in the financial system; and regulatory changes, notably the proposed fiduciary duty for financial advisors. He spoke at the CIFPs annual conference in Niagara Falls, Ont.
Tony Mahabir re-elected as chairman of the board
Financial planning association will host its 11th national conference in Niagara Falls, Ont.
Retirement Planning Association of Canada to join Canadian Institute of Financial Planners as CIFPs Retirement Institute