Financial planning

Industry

FP Canada announces February CFP exam results

More than 40% of exam writers said title protection was a motivating factor

By Staff |April 6, 2023

1 min read

Advisor's Edge

Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

By Suzanne Yar Khan |April 5, 2023

6 min read

Tax News

Questrade launches FHSA

Other firms are rushing to set up back-office systems and internal procedures for the account

By Mark Burgess |April 3, 2023

2 min read

Advisor's Edge

This isn’t an obituary

The demise of the financial advice industry has been predicted frequently over the past quarter century. But you’re still here — and so are we.

By Melissa Shin |March 31, 2023

4 min read

Tax News

Why clients may have to wait for FHSAs

Firms are scrambling to set up back-office systems and internal procedures for the complex accounts

By Rudy Mezzetta |March 30, 2023

3 min read

Technology

Fintech in focus: Conquest Planning

Planning software helps with client engagement

By Greg Meckbach |March 24, 2023

2 min read

Industry

FP Canada to be one-stop shop for CFP, QAFP education

Educational division will develop technical curriculum under Alexandra Macqueen's leadership

By Michelle Schriver |March 24, 2023

2 min read

Industry

At one-year mark, investor advocates say Ontario’s title regime adds confusion, not clarity

A lack of rigour and competing credentials may create a race to the bottom, critics say

By Michelle Schriver |March 23, 2023

9 min read

Industry

New Brunswick introduces title protection legislation

Like Ontario and Saskatchewan, the province will regulate "financial advisor" and "financial planner"

By Michelle Schriver |March 23, 2023

1 min read

Industry

QAFP exam writers drop to 25 in February

The trend of fewer test takers follows the 2022 introduction of a post-secondary prerequisite

By Michelle Schriver |March 10, 2023

1 min read

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