Advisor titles

Regulation

Ontario’s regulators set their agendas

April 26, 2022 James Langton
rules and regulations
Regulation

FSRA to approve more credentialing bodies soon

April 21, 2022 Michelle Schriver
compliance solutions rubber stamp
Industry

FSRA approves first 4 credentials for Ontario’s title protection

April 11, 2022 IE Staff
advisor-client meeting
Regulation

Ontario’s title protection regime gets ministerial approval

March 23, 2022 Michelle Schriver
rules and regulations
Regulation

“Adviser” instead of “advisor” won’t fly with FSRA

February 28, 2022 James Langton
Regulation

FSRA finalizes title regulation rules

January 14, 2022 James Langton
Queen's park, Ontario
Regulation

MFDA withdraws discretionary trading, titles proposals

December 23, 2021 Melissa Shin
Regulation

FSRA title regime to include “best interest” provision

November 15, 2021 James Langton
young client meeting with advisor
Regulation

Advisor title regulation on tap for New Brunswick

August 10, 2021 James Langton
Regulation

FSRA proposes fees for title regulation

July 22, 2021 James Langton
Industry

FP Canada’s new leader wants to make planning more accessible

June 14, 2021 Greg Dalgetty
Tashia Batstone
Industry

Title protection in Ontario on track for 2022

June 1, 2021 Michelle Schriver