The Financial Planners Standards Council announced the launch of its expanded Web site on Monday. The site has been redesigned to make it easier for the public, CFP licensees and the media to find ...

Two recent surveys indicate that Canadians who have financial advi-sors are doing a better job of navigating the tough financial currents created by the recession. A poll sponsored by Toronto-based ...

Having a plan for your finances is crucial, and a comprehensive financial plan may include budgeting, saving, investing, paying off debt and creating a roadmap to retirement. Working with a financial ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

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Most people think of their bank as a place to deposit and withdraw cash, but it’s more than that. Whether investing, building an emergency fund or saving for retirement, your bank plays a key role in ...

Wealth management and financial planning are two key concepts in personal finance. They are both used to help individuals achieve a financially stable future and may involve similar activities.

Survey Reveals Lack of Basic Financial Knowledge Among 20- and 30-Somethings Young Adults Determined Not to Pass on Financial Burdens, But Need Information and Motivation to Acquire Adequate ...

Way down at the bottom of the list of possible financial disasters you have to worry about is a bank failure. And yet, it's basic financial planning to heed the Canada Deposit Insurance Corp.'s ...

Now that we’re well into 2013 and RRSP season is upon us, investors may be reflecting on their 2013 financial and investment goals for the year. Addressing some basic financial planning issues now can ...

In years past, advisors who offered expanded services were primarily found in family offices, where ultrahigh net worth clients had access to a robust suite of often personalized concierge options.