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Keyword: Financial planning

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young couple meeting with advisor

Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved

advisor client meeting

The guidelines didn't include the 50-year historical average rate as a data source for fixed-income assumptions

11119737 - in the spotlight featuring concept for the theater stage with glowing lights on red velvet cinema curtain and drapes representing the entertainment communications concept of an important announcement in a rich cinema and theatrical environment.

The certification body also named the inaugural recipient of the QAFP Exam Award of Merit  

  • By: Staff
  • March 23, 2021 March 23, 2021
  • 11:23
chef making a pizza spreading sauce

The pandemic's challenges have implications for financial planning

Close up of a woman using a laptop

Pandemic job losses remain a challenge, however

  • By: Staff
  • March 12, 2021 March 12, 2021
  • 11:55
family

Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”

banking expenses, credit cards on bank invoice

Those in Western provinces were most affected by increased expenses, job impacts

  • By: Staff
  • March 10, 2021 March 10, 2021
  • 10:10
Happy team of businesspeople moving office, packing boxes, smiling.

Financial fallout has affected women most

11119737 - in the spotlight featuring concept for the theater stage with glowing lights on red velvet cinema curtain and drapes representing the entertainment communications concept of an important announcement in a rich cinema and theatrical environment.

Tashia Batstone will replace the retiring Cary List

  • By: Staff
  • March 1, 2021 March 1, 2021
  • 13:43
Close up of a woman using a laptop

The overall pass rate was 72% for the latest sitting