The digital platform will now combine financial planning and wealth management
As investor needs shift, advisors are embracing a comprehensive look at their clients' finances
The needs of single clients can differ from those of couples, so tailor your planning services appropriately
Guidelines aim to help planners make long-term projections
The FP Canada Institute will offer courses for exam preparation and continuing education
Consumers expect professionalism and true value from financial advisors
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
Three-quarters of widowed and divorced women wish they had been more involved in finances
The list recognizes the highest marks in the CFP exam
Find out where advisors can fill in the gaps in confidence