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CIFP sues FP Canada for agreement breach, trade libel

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

United statesKeith costelloFinancial planning standards councilFinancial planning association of canadaDeeth williams wallChartered financial plannerCertified financial plannerFinancial planning associationCertified financial planner boardFinancial planning standards boardInvestment executive

Title protection harmonization faces bumpy road

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Ryan stelterKeith costelloMichelle schriverCanadian institute of financial planningConsumer services commissionInstitute of financial planningFinancial services regulatory authority of ontarioConsumer affairs authority of saskatchewanNational magazineFinancial planning association of canadaFinancial services regulatory authorityChartered financial plannerCanadian instituteFinancial planningCertified financial plannerFinancial planning association

Title protection harmonization faces bumpy road | Investment Executive

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Ryan stelterKeith costelloConsumer services commissionFinancial services regulatory authority of ontarioInstitute of financial planningConsumer affairs authority of saskatchewanCanadian institute of financial planningFinancial planning association of canadaFinancial services regulatory authorityChartered financial plannerCanadian instituteFinancial planningCertified financial plannerFinancial planning associationInvestment executiveNew brunswick

Retirement Planning Cannot Be Linear

In life and in retirement, we are not just going to take a fixed spend read and adjust it for inflation each year.

United statesJamiep hopkinsDavid blanchettJonathon guytonFinancial planning associationBryn mawrFinancial planning association surveyBryn mawr capital managementPrivate wealth managementWealth managementJoin jamie

How to Find A Financial Advisor: The Essential Guide to Leveling Up Your Finances in 2024

Finding a financial advisor can seem to be a daunting task. No need to fear. Our guide helps investors better understand how to find a financial advisor.

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