Financial planner says they create an ideal middle ground for clients, but that advisors are playing catch-up
Province's comprehensive approach to FA title regulation suffers from fundamental flaw, says Jason Pereira
Investment advisor and portfolio manager offers his take on lauded model
Advisor calls out industry's history of stagnation, urges end to 'non-stop run-around' on implementation
Coalition says Ontario's approach to approving credentials 'set the bar too low'
'It's insulting not to give clients % and dollar figures on their statements,' he says
Advisor Jason Pereira says regulator should have done more to slam door on risky debt-dependent practice
Advisors express concerns about the process and ramifications of latest news from Ottawa
Three big Canadian banks’ moves to squeeze out third-party funds for retail advice clients has provoked strong reactions
Two senior advisors parse what's been promised and how its implementation would impact the financial industry
