Could proposal under single-SRO rules place disproportionate burden on certain dealer firms and mutual fund-only advisors?
National association for advisors appoints two-time awardee of Canada’s Top 50 Most Powerful Women
WP's Young Achiever of the Year on using adversity to refocus on what's important in business and life
After the return of our glitzy in-person gala, find out who went home with the top prizes
Mix and mingle to celebrate the industry's rising stars and bright lights
Ontario regulator takes another important step in investor protection with approval of licensing and designation-granting entity
FSRA approves first two credentialing bodies to grant certifications allowing use of financial advisor and financial planner titles
CEO of FSRA tells WP new title rule will foster consumer confidence and provide a guide for other jurisdictions
Candice Jay, Vice President at Connor, Clark & Lunn Private Capital, says it takes specialized expertise to truly benefit from philanthropic conversations
Wealth industry veterans and leaders weigh the pros and cons for advisors and planners
