Paul Smith will help the accreditation body expand its reach and profile
People are generally more confident about their finances, despite economic anxiety, according to IG Wealth's latest index
A panel at FP Canada's conference suggested ways to overcome the barriers some clients face
Compared to May, the pass rate was down, and more candidates wrote the exam
Only one-third of those polled felt they knew "a lot" about what a financial plan is
More Canadians are living in the moment, but retirement fears persist
Advisors across the industry value planning tools and access to experts
The distinction honours her contributions to professional financial planning
The survey also suggested demand for planning will increase over the next five years
Financial planning is changing amid digitization