Industry

CSI launches certificate program for advisors

In response to growing suitability and proficiency standards for advisors in both Canada and around world, the Canadian Securities Institute (CSI) has introduced Advanced Mutual Funds Advice (CMFA), a certificate program to help mutual fund advisors adhered to higher standards while further raising their professional level. “In a complex and rapidly evolving financial services landscape, […]

By Staff |January 22, 2013

2 min read

FSCO gives stick to shifty auto insurers

The Financial Services Commission of Ontario (FSCO) has issued a warning notice against Premiere Insurance Solutions Inc. The notice, posted to its website, declares the company is not licensed to do insurance business in Ontario. “The Superintendent of Financial Services is of the opinion that Premiere Insurance Solutions, 1791126 Ontario Inc., Jermaine Jones and Jenny […]

By Staff |January 22, 2013

2 min read

Canadians with financial plan less stressed

Do people feel they’re better off when they have a financial plan? Absolutely. In fact, Canadians with comprehensive financial plans scored 62% more on emotional wellbeing than those without; 85% more on financial wellbeing and 45% more in overall contentment, reveals a study by Financial Planning Standards Council (FPSC). Read: Many Canadians don’t have a […]

By Staff |January 22, 2013

1 min read

Who will head SEC?

The rumour mill is buzzing with news President Obama will nominate former U.S. attorney Mary Jo White as chair of the SEC, reports Forbes. White would replace Mary Schapiro and Elisse Walter. Read: Mary Schapiro leaving SEC From 1993 to 2002, White was the an attorney for the Southern District of New York. Read more. […]

By Wire services |January 22, 2013

1 min read