The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
Advisor titles remain a concern for provincial securities authorities
FSRA strikes deal for core assets of troubled firm
The Ontario regulator provided implementation details on title protection
Regulator expands oversight reviews after pilot efforts find widespread shortcomings
The rules come into force on March 28
Regulator sets out guidance for regulating titles and credential providers
Regulator aims to boost consumer protection with oversight of agents' qualifications
Strong equity markets and positive fixed-income returns boosted plans' funding
Final rules sent to minister for approval; implementation remains uncertain