The guidelines aim to help financial planners make unbiased financial projections over 10 or more years
The prospects for financial independence and self-reliance get dimmer with age, especially for women
Client service failure, financial planning advice, and suitability were the top three issue areas over the year
Following the IIAC’s statement welcoming proposals by the Ontario government over the regulation of financial planners, another trade body has given its support
The new strategy addresses information gaps, the use of misleading titles, and issues in dispute resolution
Unique life challenges and barriers in the industry are getting in the way of women's financial independence
The challenges include near-total lack of financial knowledge and dependence on financial support
Advisor recommends practical and emotional solutions to avoid lying about finances to your romantic partner
The results of both the CFP exam and the FPSC Level 1 Examination have been released
Lack of trust is leading Canadians to forgo much needed financial advice, writes Cary List, but there is a way for the industry to build credibility