The financial situation of an individual dramatically changes when they undertake a consumer proposal because it influences their investment portfolio. A consumer proposal functions as an authorized ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

While the CFP Board supports the proposal, the FPA has expressed concerns about the DOL rule potentially raising compliance costs for members, increasing the cost of advice and reducing access to ...