Canadian Securities Institute

What will it take to broaden alternatives adoption in Canada?

Why dealer firms favour 'plain vanilla types' of investment offerings

How one woman financial advisor forged a new beginning

With a growth mindset and a network of support, Tammy Scuralli is proof it’s never too late to thrive in the wealth space

IIROC's proficiency initiative a positive step for the industry

Founder of Learnedly says SRO's announcement will help address long-standing issues among firms and registrants

Ontario's title protection framework an 'unfulfilled promise': investor advocate

Open letter highlights flaws in province's title protection regime, airs concerns of 'race to the bottom' with credentialing bodies

CSI gets expanded credentialing authority

FSRA approves another designation for title use in Ontario

Does CPH requirement create an unnecessary burden?

Interim rules for new SRO aimed at mutual fund advisors aren't aligned with public concerns, say stakeholders

FSRA unveils third credentialling body for financial planner title

Ontario regulator takes another important step in investor protection with approval of licensing and designation-granting entity

Does the mutual fund industry need more proficiency course options?

MFDA's Proposed Policy 11 on liquid alternatives proficiency highlights need for more providers, says Learnedly founder

AIMA applauds MFDA's proficiency rules for liquid-alt sales

Alternative industry association says proposed guidelines will promote fair access for investors

'Alternative mutual funds deserve to be in the toolbox'

Credentials and licensing leader at CSI backs MFDA's proposed proficiency rule for advisors to distribute liquid alts