professions – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 10 Oct 2023 14:25:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png professions – Investment Executive https://www.investmentexecutive.com 32 32 “Pawns in this chess game”: Questions remain about CPA Canada split https://www.investmentexecutive.com/news/industry-news/pawns-in-this-chess-game-questions-remain-about-cpa-canada-split/ Tue, 10 Oct 2023 14:25:21 +0000 https://www.investmentexecutive.com/?p=472870 The Ontario and Quebec organizations cited concerns about financial transparency regarding education programs

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Harness the power of professions https://www.investmentexecutive.com/newspaper_/comment-insight/harness-the-power-of-professions/ Fri, 27 Oct 2017 05:30:00 +0000 https://avatar.investmentexecutive.com/uncategorized/harness-the-power-of-professions/ 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 […]

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The case for a global profession https://www.investmentexecutive.com/inside-track_/cary-list/the-case-for-a-global-profession/ Mon, 19 Jun 2017 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/the-case-for-a-global-profession/ Financial planners must embrace their role in the global community of professionals to enhance their credibility and have strength in numbers

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Investment professional or faux pro: Which will you be? https://www.investmentexecutive.com/inside-track_/neil-gross/investment-professional-or-faux-pro-which-will-you-be/ Mon, 16 May 2016 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/investment-professional-or-faux-pro-which-will-you-be/ It’s time for advisors who want to be true professionals to make their voices heard in support of some real reforms

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Planners should keep pushing for official recognition: List https://www.investmentexecutive.com/in-depth_/special-reports/planners-should-keep-pushing-for-official-recognition-list/ Tue, 10 Jun 2014 20:40:00 +0000 https://www.investmentexecutive.com/uncategorized/planners-should-keep-pushing-for-official-recognition-list/ The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession

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Insurance industry challenged by regulatory reform https://www.investmentexecutive.com/news/industry-news/insurance-industry-challenged-by-regulatory-reform/ Wed, 04 Jun 2014 18:15:00 +0000 https://www.investmentexecutive.com/uncategorized/insurance-industry-challenged-by-regulatory-reform/ Industry panel debates the best approach for advisors and firms to take

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Advisors urged to push back against unnecessary regulation https://www.investmentexecutive.com/news/industry-news/advisors-urged-to-push-back-against-unnecessary-regulation/ Tue, 27 May 2014 19:40:00 +0000 https://www.investmentexecutive.com/uncategorized/advisors-urged-to-push-back-against-unnecessary-regulation/ IFB chairman say he’s pleased Ontario Bill 157 died on the order paper

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Demand for professional financial advice expected to rise https://www.investmentexecutive.com/news/industry-news/demand-for-professional-financial-advice-expected-to-rise/ Fri, 09 May 2014 14:35:00 +0000 https://www.investmentexecutive.com/uncategorized/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.

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FPSC pleased with continued interest in regulation of financial planners https://www.investmentexecutive.com/news/industry-news/fpsc-pleased-with-continued-interest-in-regulation-of-financial-planners/ Thu, 01 May 2014 21:00:00 +0000 https://www.investmentexecutive.com/uncategorized/fpsc-pleased-with-continued-interest-in-regulation-of-financial-planners/ Ontario government committed to setting up an expert committee

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Recognize financial planning as a profession, panel says https://www.investmentexecutive.com/news/industry-news/recognize-financial-planning-as-a-profession-panel-says/ Tue, 25 Mar 2014 20:20:00 +0000 https://www.investmentexecutive.com/uncategorized/recognize-financial-planning-as-a-profession-panel-says/ Firms and SROs can do more to clarify for consumers exactly who qualifies as a financial planner

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