Institute of Advanced Financial Planners – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 22 Sep 2023 12:35:32 +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 Institute of Advanced Financial Planners – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 The slow work of converting social media followers to clients https://uat-phoenix.investmentexecutive.com/building-your-business/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:35:32 +0000 https://www.investmentexecutive.com/?p=472062 Don’t wait for clients to ask about planning gaps https://uat-phoenix.investmentexecutive.com/news/dont-wait-for-clients-to-ask-about-planning-gaps/ Thu, 29 Sep 2022 19:59:51 +0000 https://www.investmentexecutive.com/?p=452447 The future is now for wealth firms https://uat-phoenix.investmentexecutive.com/news/the-future-is-now-for-wealth-firms/ Fri, 24 Sep 2021 20:51:22 +0000 https://www.investmentexecutive.com/?p=429666 Stop putting off succession planning https://uat-phoenix.investmentexecutive.com/news/time-to-stop-putting-off-succession-planning/ Fri, 24 Sep 2021 19:29:07 +0000 https://www.investmentexecutive.com/?p=429630 New IAFP program lets CFAs fast-track to planner designation https://uat-phoenix.investmentexecutive.com/news/new-iafp-program-lets-cfas-fast-track-to-planner-designation/ Mon, 05 Oct 2020 15:40:47 +0000 https://www.investmentexecutive.com/?p=408287 Making RRIF withdrawals during the pandemic https://uat-phoenix.investmentexecutive.com/news/making-rrif-withdrawals-amid-the-pandemic/ Fri, 02 Oct 2020 14:13:52 +0000 https://www.investmentexecutive.com/?p=408208 Twins take top honours at IAFP financial planning competition https://uat-phoenix.investmentexecutive.com/news/twins-take-top-honours-at-iafp-financial-planning-competition/ Thu, 06 Jun 2019 17:53:14 +0000 https://www.investmentexecutive.com/?p=383143 IAFP wins second trademark decision https://uat-phoenix.investmentexecutive.com/news/iafp-wins-second-trademark-decision/ Mon, 15 Oct 2018 14:30:48 +0000 https://www.investmentexecutive.com/?p=357134 Trademark board rules against Advocis’ IAFE https://uat-phoenix.investmentexecutive.com/news/trademark-board-rules-against-advocis-iafe/ Wed, 20 Dec 2017 00:00:00 +0000 https://avatar.investmentexecutive.com/uncategorized/trademark-board-rules-against-advocis-iafe/ Dalhousie students win IAFP’s annual student competition https://uat-phoenix.investmentexecutive.com/news/dalhousie-students-win-iafps-annual-student-competition/ Fri, 26 May 2017 15:45:00 +0000 https://www.investmentexecutive.com/uncategorized/dalhousie-students-win-iafps-annual-student-competition/