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Keyword: Advisor titles

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old way, new way

Financial planners continue to adapt to a whirlwind of new developments in recent years

a man on a precipice

Kelly Gorman brings triple-threat expertise to association’s finances, focus

Red alert

Ongoing regulatory initiatives include binding authority at OBSI, climate-related disclosures, misleading titles, mutual fund sales practices and more

Air raid sirens

With cash flow stabilized, the national association for financial advisors is planning for recovery

client meeting

Understanding the skills and competencies to look for in a financial planner empowers the public

Entrance to Financial Services Regulatory Authority of Ontario

RLIS is pending approval under Ontario's title protection, the credentialing body says

Designation holders have six months to obtain a different credential to use the financial advisor title

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

pot hole bad roads

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

Doing Homework

Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

  • By: IE Staff
  • April 4, 2024 April 4, 2024
  • 16:56