Live coverage from the IAFP

The Institute of Advanced Financial Planning held its annual symposium on October 1 and 2. Below is Mark Noble’s coverage of the event, live from London, Ont.

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RFPs see glimmer of recovery: Anybody holding themselves out as financial planner has a fiduciary obligation to educate clients about exchange traded funds and the research that supports their usage, says one planning expert.

RFPs see glimmer of recovery: Advisors at the Institute of Advanced Financial Planning’s annual symposium in London, Ont. shared a laugh and some optimism that this quarter’s financial statements will be more pleasing for clients.

(10/02/09)

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