Editorial: Independence has become a loaded term, with no consensus around what it really means
Clients expect advisors to offer advice competently and to their advantage
RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review
Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms
Financial planners continue to adapt to a whirlwind of new developments in recent years
Kelly Gorman brings triple-threat expertise to association’s finances, focus
Ongoing regulatory initiatives include binding authority at OBSI, climate-related disclosures, misleading titles, mutual fund sales practices and more
With cash flow stabilized, the national association for financial advisors is planning for recovery
Understanding the skills and competencies to look for in a financial planner empowers the public
RLIS is pending approval under Ontario's title protection, the credentialing body says