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Regulation Challenges Facing Financial Planners

By Taylor Liao, CFP

The enactment of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 (Dodd-Frank Act) brings a new era of regulation focused on promoting transparency and accountability in the US.

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Should a Fiduciary Standard be Mandated?

By Cora Pettipas, CFP

When I taught financial planning classes at Mount Royal University, I used to tell my students that a client’s financial planner is more important than their doctor – unless they are currently bleeding to death. Yes, this may sound a bit factious, but I firmly believe in the central positive role an advisor can have in a person’s life.

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Proving the Value of Financial Planning

By Martin Iglesias, CFP

We all know the importance of personal financial planning, however there has always been a difficulty to quantify its real value. When a client wants to know if it is worth hiring a financial planner, it is difficult to show them quantitative proof.

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My Defining Moment at the Dentist & Why I’m a Financial Planner

By Joel Redmond, CFP

After you reach a certain level of success in finance, I think there are times when every planner experiences a period of “going through the motions.” Client reviews feel forced and mechanical. Ascertaining client dreams seems prosaic and vapid.

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