Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
The guidelines didn't include the 50-year historical average rate as a data source for fixed-income assumptions
The certification body also named the inaugural recipient of the QAFP Exam Award of Merit
The pandemic's challenges have implications for financial planning
Pandemic job losses remain a challenge, however
Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”
Those in Western provinces were most affected by increased expenses, job impacts
Financial fallout has affected women most
Tashia Batstone will replace the retiring Cary List
The overall pass rate was 72% for the latest sitting