Evidence doesn’t support active management, so why do some advisors?
Certification fees accounted for 70% of income
Opinion: Here are three ideas to promote evidence-based practices
The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices
A total of 406 people wrote the exam
Candidates with five years' financial planning–related experience can qualify, FP Canada says
No more pencils, no more books: the self-regulatory organization proposes to focus on exams instead
The regulator said those who use titles require more time to comply with the framework
Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics
Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"