From the Regulators

New rules for advisors and financial planners?

The final report of the Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives makes several recommendations dealing with titles and credentials that are likely to have a significant impact on many in the investment industry.

 

Included in this special feature are the notable developments in this area since the Ontario government announced its commitment to regulate financial planners and financial advisors. Photo copyright: kritchanut/123RF.

In this Special Feature