A new benchmark will track the "disconcerting" gaps in financial trust, access and well-being
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
FP Canada and the IQPF released their 2022 guidelines
Advisor titles remain a concern for provincial securities authorities
Almost 400 candidates wrote the February exam
Newly appointed executives will zero in on tax and retirement planning, intergenerational wealth transfer and social responsibility
The Ontario regulator provided implementation details on title protection
The regulator is "actively" reviewing other applications, it said
Advisors are still relatively positive about the tax-free first home savings account, despite not being able to use it alongside the Home Buyers’ Plan