The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
Most advisors offer financial planning, but only about half of clients have a plan
Bryce Cross has now won in this competition for the second time in its short three-year history
Financial planners need to continue to lobby for their regulation as a profession in law
The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients
Ontario’s government intends to work with the province’s financial regulators on many of the Expert Committee’s recommendations
Committee proposes restrictions on the use of advisors' titles
Financial advisors may need to alter expected returns in planning software to provide better data for clients
The re-released 2016 guidelines include new insight into the sources used to develop the projections, along with some historical data
The report makes several recommendations dealing with titles and credentials that are likely to have a significant impact on many in the investment industry