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Advisor titles
Advisor titles
Industry News
CIFP ends offer of financial-planning credential on equivalency basis — for now
March 16, 2026
Michelle Schriver
From the Regulators
Advisor title regulation in effect for New Brunswick
January 6, 2026
James Langton
From the Regulators
Court rejects attempt to revive lawsuit against rep, RBC DS
December 3, 2025
James Langton
Industry News
FSRA continues to explore title protection harmonization
September 23, 2025
Michelle Schriver
Comment & Insight
The next economic crisis won’t just be about money — it’ll be about bad advice
June 10, 2025
Kelly Gorman
From the Regulators
NASAA adopts ‘best interest’ in model rule
April 8, 2025
James Langton
Comment & Insight
We need to stop talking about independence
February 7, 2025
IE Staff
Industry News
Opinion: ‘Flynancial’ advisor ad is a reminder of how title protection falls short
January 10, 2025
Michelle Schriver
Industry News
It’s official: DFSA credential no longer qualifies for FA title use
November 22, 2024
Michelle Schriver
From the Regulators
NASAA adds best interest standard to model rule
November 4, 2024
James Langton
Tashia Batstone
A time of transition for the financial planning profession
October 11, 2024
Tashia Batstone
People
‘It’s time to look ahead,’ new Advocis CEO says
October 7, 2024
Michelle Schriver
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The next economic crisis won’t just be about money — it’ll be about bad advice