FP Canada grows CE biz, hikes accreditation fees for other providers
Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners
- By: Michelle Schriver
- March 7, 2025 June 10, 2025
- 17:30
Certification body cites quality, while CE providers warn of less choice and educational gaps for financial planners
Robert Bard becomes head of Cardinal Point's wealth management operations in Montreal, following acquisition of Dorchester
CRA continues to 'assess its financial position,' committed to 'high-quality service': spokesperson
Expectations of a rate cut by the Bank of Canada next week are mixed
The moves include industry-agnostic requirements for industrial companies and mining category updates
Move follows shareholder engagement by a coalition led by climate advocacy group
Powell said the Fed is 'well positioned to wait for greater clarity' from Trump administration
Mutual fund rep altered 15 account forms without client knowledge
At the same time, the gender gap has narrowed in boardrooms
This slowdown comes before any substantial hit from U.S. tariffs: economist
But the unemployment rate ticked up slightly to 4.1% as the number of jobless Americans rose
The Canadian economy added just 1,100 jobs last month
More Canadians may need to borrow to afford necessities in trade war
The S&P/TSX composite index rose 58.63 points to 32,058.73
The central bank issued a summary of its overnight-rate deliberations earlier this month
Americans’ assessments of their current economic situation tumbled: survey
Retail investors targeted by so-called investment groups on social media
The increase is part of an effort to beef up anti-money laundering measures
Accountant allegedly found assets used to lure investors to schemes
The pension fund is investing up to US$1.05 billion
Plus, promotions at Harvest and Ontario Teachers' Pension Plan Board
High-profile firms and their clients were targeted in 2025
Plus, Wellington-Alus Private Counsel and Ninepoint Partners add new talent
Also, moves at Mackenzie Investments, Edward Jones Canada and the CSA
Plus, moves at BMO Private Wealth, Fiera Capital and CIBC GAM
Mutual fund, ETF AUM rose for the seventh consecutive month
Plus, other product launches and news, including more ESG fund terminations
More than 300 new products landed in 2025 — a new record