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
Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection
Feds propose Canadian Entrepreneurs’ Incentive
Budget 2024 provided details on how exiting business owners can qualify
As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course
Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says
The claim is the third against the national financial advisors association in recent months
Credentialing bodies also discussed putting clients first at regulator's annual conference