Professional planners have a vital role to play in helping underserved Canadians
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
No one can predict what markets will do over the next four years, but there are items to watch
Financial planners continue to adapt to a whirlwind of new developments in recent years
Shawn Brayman, R. Paul Thorne recognized for their "many contributions to the profession"
Also, wealth firm in Victoria, B.C., adopts d1g1t
FP Canada clarifies financial planners' obligations when client relationships end
Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers
Net assets were down 7%
It’s time to dig deeper to understand how Canadians want to receive financial planning advice