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Financial planning projections generally brighter in 2024

Canadian equities are projected to return 6.4% over the next decade, up slightly from last year ....

Tiff Macklem , Julie Seberras , Fp Canada Standard Council Standards Panel , Quebec Pension Plan , Canada Pension Plan , Projection Assumption Guidelines , Standard Council Standards Panel ,

Financial planning projections generally brighter in 2024

Canadian equities are projected to return 6.4% over the next decade, up slightly from last year ....

Noushin Ziafati , Tiff Macklem , Julie Seberras , Fp Canada Standard Council Standards Panel , Assumption Guidelines , Quebec Pension Plan , Canada Pension Plan , Projection Assumption Guidelines , Standard Council Standards Panel , Canadian Press ,

Addressing advisors' misguided beliefs

Opinion: Here are three ideas to promote evidence-based practices ....

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Returns aren't what they used to be, but investor expectations remain stubbornly high

Returns aren t what they used to be, but investor expectations remain stubbornly high
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The financial planning and advice industry might well be eating up half your return while you take all the risk and even that may be optimistic.
With apologies to Charles Dickens, our views of what the future might hold may need some re-calibration. Like in his
Great Expectations , the world today is full of challenging circumstances. The modern financial planning world is dealing with a situation that may ultimately border on an existential crisis.
Much like the novel, the modern retirement planning universe has a colourful cast of characters, only ours includes central bankers, well-intended certification bodies, industry regulators and ubiquitous pundits. Financial advisers need to navigate these stakeholder groups when ....

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FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines

FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines
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TORONTO and MONTRÉAL, April 28, 2021 /CNW/ - FP Canada and the Institut québécois de planification financière (IQPF) have jointly released the 2021
and Addendum, for professional financial planners across Canada.
The Guidelines, which take effect April 30, 2021, are designed to help financial planners make long-term financial projections (10 or more years) that are free from potential biases or predispositions.
FP Canada IQPF Projection Assumption Guidelines 2021 (CNW Group/FP Canada)
As the COVID-19 pandemic continues to cause economic uncertainty, triggering fear among some clients, the ....

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