Financial planners must embrace the opportunity to think beyond the current communities they serve
With the court system backlogged, older clients may want to split up on good terms
The Ontario regulator proposed a central registry of title users and shorter transition periods
Creating shorter or less comprehensive engagements with clients may allow advisors to serve the underserved
The guidelines didn't include the 50-year historical average rate as a data source for fixed-income assumptions
Providing early guidance on goals and investing can help build your book
In his final column, Cary List shares his thoughts on the future of financial planning
The organization also named the inaugural recipient of the QAFP Exam Award of Merit
Retirement spending needs are complex and shifting, research finds
Those in Western provinces were most affected by increased expenses, job impacts