Home Michelle Schriver

To avoid a fee, 31 days’ notice will be required

  • June 10, 2024 June 10, 2024
  • 11:47

Women in Capital Markets rebrands to reflect sector’s growing diversity and complexity

  • June 5, 2024 June 4, 2024
  • 09:14

Designation holders have six months to obtain a different credential to use the financial advisor title

  • May 23, 2024 May 23, 2024
  • 19:28

Financial planners now have requirements related to trusted contacts, conflicted roles

  • May 22, 2024 May 22, 2024
  • 14:49

As regulatory oversight increases, advisors grapple with succession, financial planning and independence

  • May 13, 2024 May 10, 2024
  • 00:03

A sneak peek at an upcoming CE course shows three time frames are key to recommendations

  • May 13, 2024 May 10, 2024
  • 00:01

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

  • April 18, 2024 April 18, 2024
  • 15:40

Feds propose Canadian Entrepreneurs’ Incentive

  • April 16, 2024 April 16, 2024
  • 16:57

Budget 2024 provided details on how exiting business owners can qualify

  • April 16, 2024 April 16, 2024
  • 16:21

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

  • April 12, 2024 April 12, 2024
  • 08:53