Advisor titles – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 07 Feb 2025 22:58:08 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advisor titles – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 We need to stop talking about independence https://uat-phoenix.investmentexecutive.com/newspaper_/we-need-to-stop-talking-about-independence/ Fri, 07 Feb 2025 20:04:00 +0000 https://www.investmentexecutive.com/?p=501706 Opinion: ‘Flynancial’ advisor ad is a reminder of how title protection falls short https://uat-phoenix.investmentexecutive.com/news/opinion-flynancial-advisor-ad-is-a-reminder-of-how-title-protection-falls-short/ Fri, 10 Jan 2025 16:10:13 +0000 https://www.investmentexecutive.com/?p=499869 It’s official: DFSA credential no longer qualifies for FA title use https://uat-phoenix.investmentexecutive.com/news/its-official-dfsa-credential-no-longer-qualifies-for-fa-title-use/ Fri, 22 Nov 2024 17:41:10 +0000 https://www.investmentexecutive.com/?p=497275 NASAA adds best interest standard to model rule https://uat-phoenix.investmentexecutive.com/news/nasaa-adds-best-interest-standard-to-model-rule/ Mon, 04 Nov 2024 19:53:45 +0000 https://www.investmentexecutive.com/?p=495966 A time of transition for the financial planning profession https://uat-phoenix.investmentexecutive.com/inside-track_/a-time-of-transition-for-the-financial-planning-profession/ Fri, 11 Oct 2024 20:27:27 +0000 https://www.investmentexecutive.com/?p=494731 ‘It’s time to look ahead,’ new Advocis CEO says https://uat-phoenix.investmentexecutive.com/news/its-time-to-look-ahead-new-advocis-ceo-says/ Mon, 07 Oct 2024 18:43:50 +0000 https://www.investmentexecutive.com/?p=494015 Much work to be done, CSA year in review shows https://uat-phoenix.investmentexecutive.com/news/much-work-to-be-done-csa-year-in-review-shows/ Tue, 23 Jul 2024 11:00:04 +0000 https://www.investmentexecutive.com/?p=489713 ‘Stable’ financial state has been achieved, Advocis says https://uat-phoenix.investmentexecutive.com/news/stable-financial-state-has-been-achieved-advocis-says/ Thu, 27 Jun 2024 21:09:43 +0000 https://www.investmentexecutive.com/?p=488502 Canadians must be educated about financial planning qualifications https://uat-phoenix.investmentexecutive.com/inside-track_/canadians-must-be-educated-about-financial-planning-qualifications/ Mon, 24 Jun 2024 20:00:54 +0000 https://www.investmentexecutive.com/?p=488343 Latest designation from CIFP may allow life agents to use FA title https://uat-phoenix.investmentexecutive.com/news/latest-designation-from-cifp-may-allow-life-agents-to-use-fa-title/ Fri, 14 Jun 2024 19:28:05 +0000 https://www.investmentexecutive.com/?p=487524