Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

A holistic financial plan goes beyond—here’s how to approach it.

TORONTO , Jan. 13, 2026 /CNW/ - January 13, 2026 -- FP Canada today announces the candidates who received the top scores on the October 2025 sittings of the CERTIFIED FINANCIAL PLANNER (R) exam and ...

FP Canada today announces the candidates who received the top scores on the October 2025 sittings of the CERTIFIED FINANCIAL ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

A financial reset isn’t a one-time event—it’s a skill you can use whenever you need to pause, recalibrate, and move forward ...

Planning to retire in 2026? Here are nine key retirement moves financial planners recommend you make now to avoid costly ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of ...

Discover a financial planner's role, salary expectations, essential skills, and education requirements to succeed in this ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Retirees: Protect your wealth and avoid costly mistakes with these four essential portfolio strategies for lasting financial ...

Income Laboratory, Inc. (Income Lab), maker of award-winning retirement planning software, today announced the launch of an innovative AI Scribe, a new AI-powered capability that automatically ...