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Close up of businesswoman using calculator while going through financial bills.

The Ontario and Quebec organizations cited concerns about financial transparency regarding education programs

There’s a news story that never seems to go away, and it’s the continuing difficulties faced by workers in their 20s and 30s who are trying to gain a secure foothold in the workplace. There’s a plenitude of part-time and contract positions, but a shrinking number of fairly paid, permanent positions with benefits and a […]

Financial planners must embrace their role in the global community of professionals to enhance their credibility and have strength in numbers

  • By: Cary List
  • June 19, 2017 November 10, 2019
  • 05:00

It’s time for advisors who want to be true professionals to make their voices heard in support of some real reforms

  • By: Neil Gross
  • May 16, 2016 November 10, 2019
  • 05:00

The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession

Industry panel debates the best approach for advisors and firms to take

IFB chairman say he’s pleased Ontario Bill 157 died on the order paper

Demand for professional financial advice expected to rise

George Hartman, co-founder & managing partner at ELITE Advisors Canada Ltd, CEO at Market Logics Inc. explains the demographic shifts that will cause a rise in the demand for professional financial advice. He spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.

Ontario government committed to setting up an expert committee

  • By: IE Staff
  • May 1, 2014 May 1, 2014
  • 16:00

Firms and SROs can do more to clarify for consumers exactly who qualifies as a financial planner