Net assets were down 7%
It’s time to dig deeper to understand how Canadians want to receive financial planning advice
Measure to be in place for 2026 renewals
Policy recommendations to improve aging at home are welcome, but proactive planning still required
Understanding the skills and competencies to look for in a financial planner empowers the public
FP Canada Standards Council released its annual enforcement activity
Agent deemed unsuitable after deceiving regulators about continuing education
Support for both financial planning and succession planning by advisors remain areas of interest
Designation holders have six months to obtain a different credential to use the financial advisor title
Financial planners now have requirements related to trusted contacts, conflicted roles