The sitting was the largest this year, with more in-person candidates
Make the most of tech while building trust with clients
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
The October sitting had 57 candidates
Investor survey highlights risks of confusion over titles and proficiency
IG Wealth Management's annual index showed fears about the economy weighing on Canadians
Households are facing the dual drags of inflation and higher interest rates, report says
The certification body also proposed a "monitor and review" practice standard
Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies
Working in retirement offers psychological and financial benefits for clients, but it also affects their financial plans