Keyword: Financial planning

681 results found
Agreement win-win

Combined firm will serve about 200 current and retired pro hockey players

Silhouette of man at sunset

The regulator also wants to toughen enforcement and see better advice given at banks

Retirees

Opinion: To provide clarity and protection to the public, the way forward requires transparency

Claim asks for $1.2 million in damages arising from dispute over regulator-approved credentials for title protection

Pass rate for first timers was 72%

  • By: IE Staff
  • April 12, 2024 April 12, 2024
  • 15:12
pot hole bad roads

As Ontario stakeholders fume over the latest approved credential, other provinces consider the correct course

people with questions

A Mercer report analyzes impact of interest rates on different generations' financial decisions

  • By: IE Staff
  • April 9, 2024 April 9, 2024
  • 16:07
Doing Homework

Effective this month, candidates can have five years' qualifying work experience in lieu of a diploma

  • By: IE Staff
  • April 4, 2024 April 4, 2024
  • 16:56

Regulator has now accepted six credentials for "financial planner"

  • By: IE Staff
  • March 22, 2024 March 22, 2024
  • 15:06
Partners discussing new plans

The profession plays a key role through meaningful advice, inclusivity