Strong client relationships aren’t lost overnight. Discover why high-net-worth clients quietly disengage and how more meaningful, forward-looking conversations can strengthen long-term trust and engagement.
Looking for your next great read? From The Wealthy Barber to behavioural finance classics, discover a collection of books that can sharpen your thinking, deepen your understanding, and strengthen your approach to financial planning.
Grey divorce can reshape every part of retirement planning, from income and housing to tax, estate and long-term care considerations. For advisors, it is an important reminder that divorce after 50 is not just a division of assets, but a restructuring of later life.
Grey divorce can reshape every part of retirement planning, from income and housing to tax, estate and long-term care considerations. For advisors, it is an important reminder that divorce after 50 is not just a division of assets, but a restructuring of later life.
The IAFP® is raising the bar for financial planning in Canada. Learn why the new fiduciary requirement for all R.F.P.® professionals marks a significant shift toward greater accountability, transparency, and client-first advice.
The IAFP® mission extends beyond supporting financial planning professionals; we are dedicated advocates for the Canadian public. Learn how our members are taking action to protect the public interest and how you can get involved.
The IAFP sees a growing appetite for fiduciary values, which could also help to recruit new members.
A fiduciary standard would be “one more reason” for prospective clients to seek professionals with the RFP designation.
Financial advisors should carefully consider their preferred platform and target audience when developing their social media strategy
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