First-time writers outdid their peers, with a pass rate of 73%
Power Corp. affiliate Portage Ventures is among the startup's investors
The rules are designed to set clear expectations for planners who use technology in their practices
Most candidates took the test online
DIY plus fee-only planning was the choice for one millennial
Martin Dupras, president of ConFor Financiers, has been named chairman
More than half of respondents to a national survey said they’ve lost sleep over money
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
The regulator maintains the LLQP likely won't meet the standard for "financial advisor"
The Ontario regulator proposed a central registry of title users and shorter transition periods