Automated investment platforms appeal to younger investors – but not necessarily at the expense of the human element
Numerous prestigious accolades were awarded at a gathering of financial-planning professionals
Legislation is being introduced to impose restrictions on the use of financial planning credentials
It is one of the initiatives laid out for this year's Financial Planning Week
The deal also allows for the exchange of information on regulatory and investigatory approaches
A poll commissioned by the Financial Planning Standards Council (FPSC) asked Canadians about their financial plans
A survey by the Financial Planning Standards Council highlighted the biggest financial strain
The authoritative guide covers what CFP and FPSC Level 1 certificants need to know
The guidelines cover a range of assets and aim to help financial planners make effective long-term projections
The course is consistent with the requirements of a new MFDA policy