Financial planners need to continue to lobby for their regulation as a profession in law
The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients
Ontario’s government intends to work with the province’s financial regulators on many of the Expert Committee’s recommendations
Committee proposes restrictions on the use of advisors' titles
Financial advisors may need to alter expected returns in planning software to provide better data for clients
The re-released 2016 guidelines include new insight into the sources used to develop the projections, along with some historical data
The report makes several recommendations dealing with titles and credentials that are likely to have a significant impact on many in the investment industry
But financial advisors could play a critical role in helping women who make investment decisions for their households become more confident
A panel of judges will review submitted plans to determine which advisor created the greatest value for the client
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