Emphasis on relationship building makes clients more comfortable providing accurate information about their finances
PlanPlus Web Advisor rolled out to credit unions
Those with a financial plan feel significantly more financially successful
Comments recommend the creation of a financial planning rule that’s applicable to the entire financial services industry
The IQPF is taking its case to the province’s justice minister in its efforts to create a body that will oversee 5,200 financial planners
Definition of the Personal Financial Planning Process is far too narrow under the proposed rule, Institute says
IIROC should think hard about the costs and benefits of its proposed rule
IIROC’s suggestions do not come close to addressing the issues
It pays to take care when it comes to the appraisal of significant matrimonial property, especially when conflict is running high
IAFP board finds rule to be far too narrow