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Advisor titles

Regulation

FSRA to hold webinar on new title regime

May 28, 2021 James Langton
woman with laptop
Industry

FSRA updates title reg proposal

May 12, 2021 Michelle Schriver
Regulation

CSA seeks to streamline registration reporting

February 4, 2021 James Langton
rules and regulations
Industry

Three quarters of QAFP candidates pass inaugural exam

February 4, 2021 IE Staff
Regulation

Exempt IIROC, MFDA firms from title rules: IIAC

October 27, 2020 James Langton
rules and regulations
Regulation

CLHIA questions Ontario’s proposed advisor title standards

October 19, 2020 James Langton
Regulation

FSRA sets proposed standards for planners, advisors

August 13, 2020 James Langton
Regulation

Title regulation passes in Saskatchewan

July 6, 2020 Michelle Schriver
Saskatchewan field with old bridge
Regulation

IIROC examines returning money to harmed investors

June 29, 2020 James Langton
Regulation

Title regulation still a “key priority” for Ontario

June 9, 2020 Greg Dalgetty
Industry

CLHIA urges caution on title regulation

March 3, 2020 James Langton
Cary List

Vision 2020: Taking stock a decade later

December 12, 2019 Cary List
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