The FSRA’s regulation of advisor and planner titles could influence policy in other jurisdictions
But the devil will be in the details
Consumers expect professionalism and true value from financial advisors
Professional financial planners are uniquely positioned to help clients stay on track during periods of market volatility
What is sustainable finance, and what does the recent report from Canada’s Expert Panel on Sustainable Finance mean for advisors?
Men hold the vast majority of board seats and CEO positions in Canada. Gender lens investing aims to close the gap.
Growing awareness of social and environmental problems has laid the foundation for impact investing
Ignoring the financial risks related to climate change no longer is a viable option for investment professionals
How the “notice and access” mechanism for proxy voting could be extended to other documents
Lower compliance costs will allow advisors to better serve smaller investors
Clients have demanded an integrated platform of products and services driven by their desire for convenient, one-stop shopping
Ontario’s new insurance regulator will raise the standards of transparency and conduct not only in the province, but nationally
Financial planners and advisors should be aware that the act may go beyond title protection
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
Multiple rules and regimes mean increased costs for advisors, planners and clients
Financial planners and financial advisors need to re-evaluate retirement planning processes to ensure they resonate with their clients
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
Increase engagement by focusing on your client’s goals rather than only the details of their investments
Advisors could use technology to make necessary processes less cumbersome and more understandable for clients
Advisors should use the proposed client-focused reforms as an opportunity to strengthen relationships with clients