Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
Groups laud Saskatchewan's interest in higher standards
Editorial: Many of the people who called themselves financial advisors in Ontario in 2015 can still do so today with minimal effort
New designation approved by FSRA has requirements very similar to those of SROs
The FCAA consults on an approach that would deviate from Ontario's new title rules
An advisory group will provide input on title regime and oversight
Consistency would provide clarity to investors
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
Advisor titles remain a concern for provincial securities authorities
The Ontario regulator provided implementation details on title protection