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Cary List receives lifetime achievement award in financial planning

Cary List receives lifetime achievement award in financial planning
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FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines

FP Canada™, the Institut québécois de planification financière publish the 2021 Projection Assumption Guidelines
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TORONTO and MONTRÉAL, April 28, 2021 /CNW/ - FP Canada and the Institut québécois de planification financière (IQPF) have jointly released the 2021
and Addendum, for professional financial planners across Canada.
The Guidelines, which take effect April 30, 2021, are designed to help financial planners make long-term financial projections (10 or more years) that are free from potential biases or predispositions.
FP Canada IQPF Projection Assumption Guidelines 2021 (CNW Group/FP Canada)
As the COVID-19 pandemic continues to cause economic uncertainty, triggering fear among some clients, the ....

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Stress testing of portfolios has taken on greater importance amid COVID-19 crisis

Stress testing of portfolios has taken on greater importance amid COVID-19 crisis
Helen Burnett-Nichols
Published April 6, 2021
Recent investor sentiment surveys have found that 80 per cent of global investors feared a further market decline right after the COVID-19 pandemic first arrived while 70 per cent of Canadians said it’s hard to know what to do with their investments in this environment.
SusanneB/iStockPhoto / Getty Images
Before the COVID-19 pandemic, few if any financial advisors and their clients would’ve had such a black swan event on a list of circumstances most likely to cause profound volatility in financial markets and investments. With many investors now anxious about what shock may come next, advisors are focusing their communication around the resiliency with which portfolios have been built to withstand the effects of possible scenarios. ....

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