FAIR Canada research finds investors worry about fees and suitability, and have low faith in regulatory protections
Groups issuing financial planner and advisor titles must meet cybersecurity guidelines
The new self-regulatory organization is considering its role in the evolving regime
Province debates scrapping product-focused approach to advisor title standards
Minimum standards for credentialing bodies, and the robust process for approving those bodies, were determined after extensive consultations, writes Huston Loke
Groups laud Saskatchewan's interest in higher standards
Editorial: Many of the people who called themselves financial advisors in Ontario in 2015 can still do so today with minimal effort
New designation approved by FSRA has requirements very similar to those of SROs
The FCAA consults on an approach that would deviate from Ontario's new title rules
An advisory group will provide input on title regime and oversight