Research examines biases impacting financial planners’ recommendations

Field experiment with 1,044 planners across Canada uncovers familiarity bias and others at work.

LIFE INSURANCE | December 22 2022 10:51AM
TD results in 2022: Wealth Management down 9.7%, Insurance 3.2%

The financial institution unveiled the fiscal 2022 results of these two sectors.

SOCIETY | December 16 2022 04:21PM
Consumer financial confidence declines sharply

BMO research on financial progress shows inflation impacting holiday spending decisions.

SOCIETY | December 16 2022 04:19PM
Regulator publishes in-depth look at vulnerable consumers

Insurance providers less trusted in general when compared to other regulated entities, according to a FSRA study.

SOCIETY | December 15 2022 10:58AM
FP Canada publishes Certified Financial Planner exam results

Number of certified planners in Canada grows following completion of October exams.

SOCIETY | December 13 2022 10:39AM
High-net worth clients concerned, but may lack perspective

While the majority work with advisors, a surprising number do not have a financial plan.

SOCIETY | November 30 2022 10:43AM
iA launches US advisory firm

iA Private Wealth’s firm will be based in Toronto.

INVESTMENT | November 29 2022 10:43AM