11 May Elevating the Standard: Why the IAFP®’s New Fiduciary Requirement is a Landmark for Canadian Financial Planning
The IAFP® is raising the bar for financial planning in Canada. Learn why the new fiduciary requirement...
The IAFP® is raising the bar for financial planning in Canada. Learn why the new fiduciary requirement...
The IAFP® mission extends beyond supporting financial planning professionals; we are dedicated advocates for the Canadian public....
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...
Financial advisors should carefully consider their preferred platform and target audience when developing their social media strategy...
Clients may be more open to discussing serious illness planning than death planning...
From meeting prep to constructing financial plans, here’s how advisors are making use of new tech Advisors’ work...
When deciding whether to take CPP early at age 60 or delay until age 65, there are...
With critical illness insurance, you receive a tax-free lump-sum if you are diagnosed with a listed critical...
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