Advisor titles

Industry

Survey results underscore the need for title protection for financial advisors

October 25, 2018 Anne-Marie Vettorel
Industry

IFIC proposes four titles for advisors

September 14, 2018 James Langton
Cary List

Ontario takes a step in the right direction

May 28, 2018 Cary List
Paul Bourque

Regulation of financial planners presents a great opportunity

May 17, 2018 Paul Bourque
News

Rules for “planners”

April 27, 2018 James Langton
Regulation

Ontario one step closer to regulating financial planners

March 16, 2018 James Langton
Special Reports

Ontario commits to move forward on regulating financial planners

November 15, 2017 James Langton
Ontario budget pledges financial sector reform
Keith Costello

Expert Committee misses the mark on the regulation of financial planning

May 23, 2017 Keith Costello
Research and Markets

Industry applauds Sousa’s regulatory proposals

April 28, 2017 James Langton
Industry applauds Sousa’s regulatory proposals
Research and Markets

Ontario budget pledges financial sector reform

April 27, 2017 James Langton
Ontario budget pledges financial sector reform
Cary List

Expert Committee’s proposed rules could have far-reaching implications

April 24, 2017 Cary List
Special Reports

Province in favour of Expert Committee’s proposed rules for advisors, financial planners

March 31, 2017 James Langton