Financial planning

Industry

Conquest partners with CapIntel

Deal brings Conquest software to CapIntel platform

By Staff |August 30, 2023

1 min read

Industry

Survey reveals age divide in use of AI for finances

Many who remain skeptical may be using the technology already

By Staff, with files from The Canadian Press |August 28, 2023

1 min read

Industry

FP Canada names top CFP exam writers from May

A total of 406 people wrote the exam

By Staff |August 17, 2023

1 min read

Industry

Suspensions up for financial planners in 2022

The FP Canada Standards Council released its annual enforcement activity

By Staff |August 16, 2023

2 min read

Industry

FSRA details oversight for planner and advisor titles

Regulator sets supervisory priorities for credential providers

By James Langton |August 10, 2023

2 min read

Tax News

CRA releases revised form for mandatory tax disclosures

Expanded reporting regime is intended to help the CRA fight aggressive tax planning

By Rudy Mezzetta |July 27, 2023

2 min read

Industry

FP Canada names top QAFP exam writers from June

Trio was recognized with award of merit

By Staff |July 27, 2023

1 min read

Tax News

Prescribed rate to stay at 5% in Q4

The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter

By Rudy Mezzetta |July 25, 2023

2 min read

Industry

CRA releases forms to allow for transfers out of FHSAs

The industry is still waiting for certain forms needed to administer the new plans

By Rudy Mezzetta |July 21, 2023

4 min read

Industry

Working with a financial planner boosts household resilience: study

Research commissioned by FP Canada and IQPF measured Canadians’ ability to get through financial hardships

By Staff |July 19, 2023

2 min read

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