Financial planning is becoming more important. Advisors said it helps them show the value they provide to their clients
A response to a recent Inside Track column from Keith Costello
Financial planners and financial advisors need to be ready for a new regulatory model as Ontario’s expert panel to study this issue begins its mandate
Talking about money can trigger negative emotions
Malcolm Heins to chair expert committee on the regulation of financial planning
Expert committee to provide key recommendations
A new document from the FPSC and the IQPF may provide a way to harmonize financial planning standards for financial planners across the industry
Volunteer financial coaches wanted in Toronto
Fewer than half of Canadians understand the difference between a financial planner and a financial advisor, survey finds
Winners will receive a trip to the Financial Planning Association’s annual conference in Boston