Kelley Keehn explains how advisors can increase their client offering and grow their businesses
Provincial body issues report with preliminary suggestions for changes to financial planning and advice industry
Research reveals that it may not be a person’s lack of confidence in their own money management skills that drives them into the offices of advisors
FPSC talks about Ontario government’s encouraging actions when it comes to regulation change
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.