Snap Projections will continue to operate under existing leadership
The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession
Board members can serve up to two three-year terms
Canadian employees are distracted by their personal financial situation
A new tool allows advisors to offer a “lighter financial planning experience” to smaller clients
As banks invest in software and training, advisors wait for the payoff
First-time competitor Michael Palumbos of Rochester, NY took top prize for the Americas
This year’s theme was “Making Financial Planning a Recognized Profession”
More than one-third don't have access to a financial professional
Seven complaints were referred to a hearing panel, half as many as the previous year