CIFPs — Canadian Institute of Financial Planners – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 06:57:55 +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 CIFPs — Canadian Institute of Financial Planners – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 CIFPs 2017: Best interest standard must have two tiers https://uat-phoenix.investmentexecutive.com/news/cifps-2017-best-interest-standard-must-have-two-tiers/ Tue, 30 May 2017 11:30:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-2017-best-interest-standard-must-have-two-tiers/ Regulatory changes for advisors could range from compensation models to disclosure https://uat-phoenix.investmentexecutive.com/news/regulatory-changes-for-advisors-could-range-from-compensation-models-to-disclosure/ Mon, 14 Jun 2010 15:32:00 +0000 https://www.investmentexecutive.com/uncategorized/regulatory-changes-for-advisors-could-range-from-compensation-models-to-disclosure/ CIFPs signs agreement with PlanPlus for financial planning tools https://uat-phoenix.investmentexecutive.com/building-your-business/cifps-signs-agreement-with-planplus-for-financial-planning-tools/ Sun, 16 May 2010 14:05:00 +0000 https://www.investmentexecutive.com/uncategorized/cifps-signs-agreement-with-planplus-for-financial-planning-tools/ Educating advisors and clients “the ultimate solution” https://uat-phoenix.investmentexecutive.com/news/educating-advisors-and-clients-the-ultimate-solution/ Wed, 10 Jun 2009 15:35:00 +0000 https://www.investmentexecutive.com/uncategorized/educating-advisors-and-clients-the-ultimate-solution/ TFSA can serve many uses in financial planning: Golombek https://uat-phoenix.investmentexecutive.com/news/tfsa-can-serve-many-uses-in-financial-planning-golombek/ Wed, 10 Jun 2009 15:13:00 +0000 https://www.investmentexecutive.com/uncategorized/tfsa-can-serve-many-uses-in-financial-planning-golombek/ Slow transition to a fee-based practice could hamper long-term revenue growth, planners told https://uat-phoenix.investmentexecutive.com/news/slow-transition-to-a-fee-based-practice-could-hamper-long-term-revenue-growth-planners-told/ Wed, 10 Jun 2009 14:08:00 +0000 https://www.investmentexecutive.com/uncategorized/slow-transition-to-a-fee-based-practice-could-hamper-long-term-revenue-growth-planners-told/ Hockin optimistic about single securities regulator https://uat-phoenix.investmentexecutive.com/news/hockin-optimistic-about-single-securities-regulator/ Tue, 09 Jun 2009 17:03:00 +0000 https://www.investmentexecutive.com/uncategorized/hockin-optimistic-about-single-securities-regulator/ Getting a handle on client emotions https://uat-phoenix.investmentexecutive.com/news/getting-a-handle-on-client-emotions/ Mon, 08 Jun 2009 21:06:00 +0000 https://www.investmentexecutive.com/uncategorized/getting-a-handle-on-client-emotions/ Economy remains far from a full recovery, experts say https://uat-phoenix.investmentexecutive.com/news/economy-remains-far-from-a-full-recovery-experts-say/ Mon, 08 Jun 2009 19:58:00 +0000 https://www.investmentexecutive.com/uncategorized/economy-remains-far-from-a-full-recovery-experts-say/ Brace for regulatory reform, planners advised https://uat-phoenix.investmentexecutive.com/news/brace-for-regulatory-reform-planners-advised/ Mon, 08 Jun 2009 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/brace-for-regulatory-reform-planners-advised/