CIFPs — Canadian Institute of Financial Planners – Investment Executive

CIFPs 2017: Best interest standard must have two tiers

Alan — Tue, 30 May 2017 11:30:00 +0000

Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.

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Regulatory changes for advisors could range from compensation models to disclosure

noelja — Mon, 14 Jun 2010 15:32:00 +0000

IIROC CEO praises existing standards but cautions that global changes could affect Canada (IE:TV)

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CIFPs signs agreement with PlanPlus for financial planning tools

noelja — Sun, 16 May 2010 14:05:00 +0000

Software will help instructors oversee CFP students

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Educating advisors and clients “the ultimate solution”

noelja — Wed, 10 Jun 2009 15:35:00 +0000

Regulatory reform can only go so far in curing the financial services industry’s ills, says CIFPs head

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TFSA can serve many uses in financial planning: Golombek

noelja — Wed, 10 Jun 2009 15:13:00 +0000

The new tax-free savings account offers a variety of opportunities for different types of clients, suggests tax and estate planning expert

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Slow transition to a fee-based practice could hamper long-term revenue growth, planners told

noelja — Wed, 10 Jun 2009 14:08:00 +0000

There may be obstacles in moving from a commission-based to fee-based practice, but financial advisors could benefit from making the transition sooner rather than later, a panel of industry experts said on Tuesday.At the Canadian Institute of Financial Planners’ annual national conference in Halifax, speakers said financial planners who adopt a fee-based platform could boost […]

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Hockin optimistic about single securities regulator

noelja — Tue, 09 Jun 2009 17:03:00 +0000

New system would mean one standard of care for financial planners, rather than 13 (IE:TV)

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Getting a handle on client emotions

noelja — Mon, 08 Jun 2009 21:06:00 +0000

Clients experience 15 emotions throughout market cycles

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Economy remains far from a full recovery, experts say

noelja — Mon, 08 Jun 2009 19:58:00 +0000

With inflation on the horizon, avoid the bond market (IE:TV)

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Brace for regulatory reform, planners advised

noelja — Mon, 08 Jun 2009 17:00:00 +0000

Financial crisis has presented a strong opportunity improve regulation of financial planning as a profession

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