FP Canada's first woman president and CEO lays out vision of technology and diversity as keystones to the industry’s future
President and CEO of professional financial-services body has overseen significant changes during long tenure
FP Canada certificants must take proactive steps in resolving conflicts especially as client relationships evolve
Every existing financial certification has a purpose
The report revealed key demographic figures as well as statistics on rising complaints
Two trends in retirement planning paint opposite — and unrealistic — extremes for people to pursue
Experts weigh in on the biggest errors in judgment people tend to make in retirement
Industry body welcomes provincial Budget's commitment to ensuring 'financial planner' credential is mandatory
Organisation repositions itself for the future and tells financial planners they must excel at all the things technology can’t do
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Filing at a faster rate than other generations, generation Y debtors are turning to a risky solution
