Financial planning – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 07 Feb 2025 22:44:18 +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 Financial planning – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Managing capital gains when moving to the U.S. https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/managing-capital-gains-when-moving-to-the-u-s/ Fri, 07 Feb 2025 20:15:00 +0000 https://www.investmentexecutive.com/?p=501693 Leaving Canada means planning for departure tax, transfer of non-registered assets

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]]> FP Canada names top performers of latest CFP exam https://uat-phoenix.investmentexecutive.com/news/industry-news/fp-canada-names-top-performers-of-latest-cfp-exam-2/ Thu, 09 Jan 2025 21:00:23 +0000 https://www.investmentexecutive.com/?p=499908 October sitting had 399 candidates

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]]> Breaking down barriers to financial planning access https://uat-phoenix.investmentexecutive.com/inside-track_/tashia-batstone/breaking-down-barriers-to-financial-planning-access/ Mon, 09 Dec 2024 21:00:33 +0000 https://www.investmentexecutive.com/?p=498182 Professional planners have a vital role to play in helping underserved Canadians

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]]> CIFP drops claim against FP Canada over credential approved under Ontario’s title protection https://uat-phoenix.investmentexecutive.com/news/industry-news/cifp-drops-claim-against-fp-canada-over-credential-approved-under-ontarios-title-protection/ Thu, 21 Nov 2024 21:20:43 +0000 https://www.investmentexecutive.com/?p=497167 Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation

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]]> Advisors talk Trump, politics and investing post–U.S. election https://uat-phoenix.investmentexecutive.com/news/industry-news/advisors-talk-trump-politics-and-investing-post-u-s-election/ Wed, 06 Nov 2024 21:24:51 +0000 https://www.investmentexecutive.com/?p=496192 No one can predict what markets will do over the next four years, but there are items to watch

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]]> A time of transition for the financial planning profession https://uat-phoenix.investmentexecutive.com/inside-track_/tashia-batstone/a-time-of-transition-for-the-financial-planning-profession/ Fri, 11 Oct 2024 20:27:27 +0000 https://www.investmentexecutive.com/?p=494731 Financial planners continue to adapt to a whirlwind of new developments in recent years

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]]> Two financial planners receive FP Canada’s Fellow distinction https://uat-phoenix.investmentexecutive.com/news/industry-news/two-financial-planners-receive-fp-canadas-fellow-distinction/ Wed, 02 Oct 2024 15:50:53 +0000 https://www.investmentexecutive.com/?p=493781 Shawn Brayman, R. Paul Thorne recognized for their "many contributions to the profession"

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]]> Tech roundup: Raymond James, Manulife Wealth begin using Conquest Planning https://uat-phoenix.investmentexecutive.com/news/industry-news/tech-roundup-raymond-james-manulife-wealth-begin-using-conquest-planning/ Fri, 20 Sep 2024 17:59:57 +0000 https://www.investmentexecutive.com/?p=493223 Also, wealth firm in Victoria, B.C., adopts d1g1t

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]]> Planners receive guidance on withdrawing services, making referrals https://uat-phoenix.investmentexecutive.com/news/industry-news/planners-receive-guidance-on-withdrawing-services-making-referrals/ Fri, 13 Sep 2024 19:19:51 +0000 https://www.investmentexecutive.com/?p=492720 FP Canada clarifies financial planners' obligations when client relationships end

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]]> Do firms offer enough financial planning support? https://uat-phoenix.investmentexecutive.com/newspaper_/dealers-report-card/do-firms-offer-enough-financial-planning-support/ Fri, 13 Sep 2024 12:55:00 +0000 https://www.investmentexecutive.com/?p=492354 Advisors value freedom to choose planning software, but tools must be well-integrated when provided by dealers

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