Keyword: Advisor titles

93 results found

Proposal is one of several set out in SRO's priorities for the current year

Having regulations in place by 2021 is probably a “best case” scenario, says the CEO of FSRA

The association's budget submission also makes recommendations on annuities and taxes

Stakeholders must continue working together to ensure all Canadians have the tools they need to achieve financial wellness

  • By: Cary List
  • December 12, 2019 December 12, 2019
  • 16:50

If consumers' interests are not at the heart of this initiative, it may do more harm than good

  • December 6, 2019 December 4, 2019
  • 00:02
Saskatchewan field with old bridge

Saskatchewan has joined Ontario in regulating "financial planner" and "financial advisor"

The draft statement includes details on title protection framework

  • By: IE Staff
  • November 27, 2019 November 27, 2019
  • 14:44

Details are few, but flexibility is a key theme

The vigilant enforcement of professional standards is essential to protect consumers and to maintain the integrity of the financial planning profession

  • By: Cary List
  • October 18, 2019 November 10, 2019
  • 16:24

The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions

  • By: Cary List
  • June 28, 2019 November 10, 2019
  • 13:43