Support for both financial planning and succession planning by advisors remain areas of interest
Designation holders have six months to obtain a different credential to use the financial advisor title
Financial planners now have requirements related to trusted contacts, conflicted roles
Combined firm will serve about 200 current and retired pro hockey players
The regulator also wants to toughen enforcement and see better advice given at banks
Opinion: To provide clarity and protection to the public, the way forward requires transparency
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
Pass rate for first timers was 72%
As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course
A Mercer report analyzes impact of interest rates on different generations' financial decisions