A global study found 40% of millennials are turning to advisors while only 7% use automated advice
FP Canada and the IQPF released their 2022 guidelines
Almost 400 candidates wrote the February exam
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
However, gaps remain between what's important to retail investors and how well advisors are delivering
FP Canada Fellow distinction and Donald J. Johnston Lifetime Achievement Award recognize contributions to financial planning
Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance
The regulator is "actively" reviewing other applications, it said
Younger Canadians are financially engaged but may lack investment know-how, a BMO survey suggests
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers