Canadian Institute of Financial Planners – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Mon, 12 Sep 2022 23:50:16 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Canadian Institute of Financial Planners – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Pre-signed forms still a prevalent issue: CIFPs president https://uat-phoenix.investmentexecutive.com/news/pre-signed-forms-still-a-prevalent-issue-cifps-president/ Tue, 13 Sep 2022 13:00:46 +0000 https://www.investmentexecutive.com/?p=451037 Current estate plans fall short for many blended families https://uat-phoenix.investmentexecutive.com/news/current-estate-plans-fall-short-for-many-blended-families/ Wed, 13 Jun 2018 14:30:10 +0000 https://www.investmentexecutive.com/?p=351358 “Transitional quality” a key factor in selling your book of business https://uat-phoenix.investmentexecutive.com/news/transitional-quality-a-key-factor-in-selling-your-book-of-business/ Tue, 12 Jun 2018 19:56:18 +0000 https://www.investmentexecutive.com/?p=351340 Gig economy increasingly important to post-retirement clients https://uat-phoenix.investmentexecutive.com/news/gig-economy-increasingly-important-to-post-retirement-clients/ Tue, 12 Jun 2018 14:30:15 +0000 https://www.investmentexecutive.com/?p=351254 CIFPs elects new chairman https://uat-phoenix.investmentexecutive.com/news/cifps-elects-new-chairman/ Fri, 05 Jun 2015 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-elects-new-chairman/ Greater proficiency standards and professionalism should be welcomed https://uat-phoenix.investmentexecutive.com/news/greater-proficiency-standards-and-professionalism-should-be-welcomed/ Fri, 05 Jun 2015 11:40:00 +0000 https://www.investmentexecutive.com/uncategorized/greater-proficiency-standards-and-professionalism-should-be-welcomed/ 2013 CIFPs conference preview https://uat-phoenix.investmentexecutive.com/news/2013-cifps-conference-preview/ Mon, 27 May 2013 19:55:00 +0000 https://www.investmentexecutive.com/uncategorized/2013-cifps-conference-preview/ CIFPs announces board members https://uat-phoenix.investmentexecutive.com/news/cifps-announces-board-members/ Mon, 27 May 2013 16:45:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-announces-board-members/ CIFPs conference to kick start next week https://uat-phoenix.investmentexecutive.com/news/cifps-conference-to-kick-start-next-week/ Fri, 24 May 2013 18:00:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-conference-to-kick-start-next-week/ Financial planning associations team up https://uat-phoenix.investmentexecutive.com/news/financial-planning-associations-team-up/ Tue, 29 May 2012 12:00:00 +0000 https://www.investmentexecutive.com/uncategorized/financial-planning-associations-team-up/