FP Canada clarifies financial planners' obligations when client relationships end
Regulators found firms are failing to identify and manage conflicts in clients' best interests
Regulator adopts series of measures to curb marketing, bolster investor protection
Bank announces five-year agreement with provider of insurance and financial advice to dentists
Professionals unite to meet industry challenges
CSA reforms on referral arrangements have been put on the back burner — for now
Referral cases more than doubled from 2018 to 2019
Clients say advisors are not engaging in all aspects of their financial lives
Building a strong referral network can be beneficial for all parties involved
By cultivating relationships with accountants, Nicholas Hounsell has learned that building a business means networking - and much more. Planning and client communication are core strengths of his practice