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Keyword: Financial planning

461 results found
Diverse Executive Team Meeting in Office Reception Room

A new benchmark will track the "disconcerting" gaps in financial trust, access and well-being

  • By: Staff
  • May 10, 2022 May 10, 2022
  • 16:23
Jigsaw Puzzle on Blue background

The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners

  • By: Staff
  • May 4, 2022 May 4, 2022
  • 12:04
PEOPLE IMAGES / ISTOCKPHOTO

A global study found 40% of millennials are turning to advisors while only 7% use automated advice

Financial advisor meeting with happy and affectionate couple in their home.

FP Canada and the IQPF released their 2022 guidelines

  • By: Staff
  • April 28, 2022 April 28, 2022
  • 15:37
confusing array of advisor titles

Advisor titles remain a concern for provincial securities authorities

Almost 400 candidates wrote the February exam

  • By: Staff
  • April 26, 2022 April 26, 2022
  • 16:19
White chess pawn with the shadow of a king

Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility

young couple meeting with advisor

The Ontario regulator provided implementation details on title protection

confusing array of advisor titles

The regulator is "actively" reviewing other applications, it said

Human Hand Poking House And Bubble With Needle Against Cloudy Sky

Advisors are still relatively positive about the tax-free first home savings account, despite not being able to use it alongside the Home Buyers’ Plan