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Demonstrate and discuss your regulatory requirements with clients, IFB says

  • May 25, 2023 May 25, 2023
  • 12:38

The move could result in more “financial planner” credentials

  • May 23, 2023 May 24, 2023
  • 11:50

Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play

  • May 12, 2023 May 12, 2023
  • 15:53

The Quebec regulator also plans to improve complaint handling and financial literacy

  • April 27, 2023 April 27, 2023
  • 16:31

A hypothetical advisor faces performance pressure

  • March 31, 2023 April 5, 2023
  • 10:00

The regulator intends to be a credentialing body under the province's title protection regime

  • March 27, 2023 March 27, 2023
  • 12:28

Educational division will develop technical curriculum under Alexandra Macqueen's leadership

  • March 24, 2023 March 24, 2023
  • 15:39

A lack of rigour and competing credentials may create a race to the bottom, critics say

  • March 23, 2023 March 23, 2023
  • 16:39

Like Ontario and Saskatchewan, the province will regulate "financial advisor" and "financial planner"

  • March 23, 2023 March 23, 2023
  • 14:42

Amid fraught headlines, here's how financial advisors served clients this week

  • March 17, 2023 March 22, 2023
  • 16:16