Financial advisors have been inundated with proposed rules to better protect clients, but has the need for improved education been given the consideration that it deserves?
Participants had two hours to create a financial plan for a married couple in their thirties
There are three key issues of contention with the private member’s bill that aims to regulate financial advisors in Ontario
Reaction to Ontario's initiative reveals big differences of opinion
Regulator cites Ontario consultation, desire for a coordinated approach
Asking about real-life events can strike a chord
The Advocis proposal will cause unnecessary duplication and cost for the oversight of financial advisors, and it misses the mark for regulating financial planners
Limited awareness of how planners are regulated places Canadians at risk, says Coalition chairman
Current environment leaves consumers vulnerable