Zoom. Skype. FaceTime. Google Meet. Microsoft Teams. How we meet with our financial planners has changed a ton since 2020. More advisors offer virtual meetings for financial planning, and clients seem to like it, too. A2022 studyfound that 57% of people polled preferred virtual meetings. An...
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Advisor's Corner is a collection of columns written by certified financial planners, financial advisors and experts for everyday investors like you.See More Far too many people are embarrassed to seek out a professional financial advisor because they do not believe they have enough assets. Historica...
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In fact, for a lot of future certified financial planners, affordability is front and center. CFP exam registration alone will cost you between $825 and $1,025 (depending on how close you are to the exam date when you register). So, you’ll want to make sure your education planning ...
When looking for the best financial advisors in Canada (or best financial planners in Canada) you’re inevitably going to encounter a lot of confusion and too-slick sales pitches. There is a lot of money to be made from selling mutual funds to Canadians, and many wealth management firms spe...
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