Industry News

CFP designation goes digital

Financial Planning Standards Council (FPSC) is launching digital credentials for CFPs: a digital certificate and digital badge have replaced the paper certificate and annual seal that CFPs previously received. The digital credentials include confirmation of a CFP’s certification status, details of what sets a CFP apart and an overview of how the designation is earned. […]

By Staff |February 12, 2018

1 min read

Evolve Funds launching marijuana ETF

The ETF will start trading on Feb. 12

By Staff |February 9, 2018

1 min read

Tax tips when a loved one dies

Offer this list to help grieving clients

By Staff |February 9, 2018

2 min read

IIROC rep fined $90,000

Find out more

By Staff |February 9, 2018

1 min read

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