Database will include hundreds of alt strategies available in Canada
With cash flow stabilized, the national association for financial advisors is planning for recovery
After receiving enhanced statements, clients may have questions, FSRA says
RLIS is pending approval under Ontario's title protection, the credentialing body says
To avoid a fee, 31 days’ notice will be required
Women in Capital Markets rebrands to reflect sector’s growing diversity and complexity
Designation holders have six months to obtain a different credential to use the financial advisor title
Financial planners now have requirements related to trusted contacts, conflicted roles
As regulatory oversight increases, advisors grapple with succession, financial planning and independence
A sneak peek at an upcoming CE course shows three time frames are key to recommendations