Demonstrate and discuss your regulatory requirements with clients, IFB says
The move could result in more “financial planner” credentials
Ahead of the proposed DSC ban for seg funds, a familiar refrain is in play
The Quebec regulator also plans to improve complaint handling and financial literacy
A hypothetical advisor faces performance pressure
The regulator intends to be a credentialing body under the province's title protection regime
Educational division will develop technical curriculum under Alexandra Macqueen's leadership
A lack of rigour and competing credentials may create a race to the bottom, critics say
Like Ontario and Saskatchewan, the province will regulate "financial advisor" and "financial planner"
Amid fraught headlines, here's how financial advisors served clients this week