Experts say that while generative AI can help if you already have a basic knowledge of financial topics, chatbots often lack the nuance needed to make personalized money decisions.

Do you want to have a Certified Financial Planner designation? Find out what it takes to become one. We’ll cover all that you ...

"You'll walk in knowing more and having a better and deeper conversation with your financial planner," she said. This report by The Canadian Press was first published July 15, 2025.

Advisor.ca asked advisors to create financial plans for two sample clients with four of the most-used financial planning and analysis software in 2024. One client family is a mid-career couple with a ...

Advisor.ca asked advisors to create financial plans for two sample clients with four of the most used financial planning and analysis software programs in 2024. One client family is a mid-career ...

The 70-year-old retiree from Bayfield, Ont., has been searching without success for a financial planner to help minimize tax as he draws down on the money he and his 64-year-old wife have saved in ...

Financial educator Kelley Keehn It can be confusing to pick a planner with the right credentials and investment style—as well as understand their fees, said financial educator Kelley Keehn.

Disclosure note: my wife and I have a financial planner who also manages our household investments. I spend a lot of time writing about investing, retirement and financial planning – obviously ...

Look for industry-recognized designations such as Certified Financial Planner (CFP), which signifies rigorous testing on a broad spectrum of financial concepts and a commitment to ongoing education.