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Regulator launching consultation on proposed fee structure

New fee structure consultation will let Financial Services Regulatory Authority of Ontario recover costs.

INVESTMENT | July 23 2021 03:00PM
FP Canada Standards Council amends professional responsibility standards

Two new rules of conduct governing the use of technology by professional financial planners, have been included.

INVESTMENT | July 16 2021 02:40PM
Regulators finalize rules requiring collection of trusted contact person information

Advisors will be required to collect the name and contact information of a trusted contact person (TCP) from vulnerable …

SOCIETY | July 16 2021 11:53AM
Financial literacy strategy aims to help Canadians build resilience

The Financial Consumer Agency of Canada’s renewed strategy reflects the economic impact of the pandemic on many Canadian…

SOCIETY | July 14 2021 02:00PM
Clients should consult advisors before spending big

Canadian financial advisors need to have a serious talk with clients who are pondering big-ticket purchases in the post-…

INVESTMENT | July 14 2021 01:30PM
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FP Canada names new chair

Martin Dupras named as new board chair at FP Canada.

INVESTMENT | June 25 2021 01:02PM
One-fifth of Canadians interested in using saved-up money for home renovations

Keep fundamentals in mind when purchasing big-ticket items, advises Advocis.

SOCIETY | June 25 2021 08:53AM