An interview with the Financial Planning Standards Council’s Stephen Rotstein reveals economic uncertainty may have pushed ‘title’ issue forward
The Financial Planning Standards Board have surveyed Canada’s public – and they need our help
How do ordinary Canadians view financial planners? For more than half of the public, there is a lot of misplaced faith in a set of national standards that doesn’t exist
You betcha. For purists, a “Canadian” CFP may soon be worth more than an American one given controversial changes south of the border.
This first outing for the WP Awards cut a wide swath across the advisor channel, with winners in 21 categories drawn from across this country.
A prominent industry player argues why the fiduciary standard and suitability standard can successfully co-exist. But before advisors operating under the latter standard jump for joy it’s important to understand why.
Don’t forget! November 16-22 2014 is Financial Planning Week.
The 2014 budget seems to recognize need for defined ‘financial planner’ status.
The Financial Planning Standards Council (FPSC) is welcoming what it calls continued interest in the "need for tailored regulation of financial planners," following release of the Ontario budget Thursday.
On the heals of IIROC's latest guidance notes on how to debunk the confusion behind, what is commonly labelled, the alphabet soup of industry designations, two Montreal advisors express their point of view on why one certification is increasingly essential to the recipe.