As older advisors retire, firms are placing a new emphasis on recruiting, training young talent
Only a minority of clients are aware of their financial advisor’s designations and ethical requirements
FPSC calls on Canadians to hire smart with better “hiring literacy”
Opting out should be discouraged; Incentives for employer matching should be encouraged
Nominations for Donald J. Johnston Award, Fellow of FPSC distinction accepted until April 20
Package aims to summarize all of the professional and ethical responsibilities of CFP professionals and candidates
Cary List said he’s looking forward to taking on the leadership role with ICE
FPSC applauds motion to implement task force’s recommendations
Securities commissions could potentially fulfill that regulatory role
Rather than rules, regulators could establish guidelines to promote clarity