Financial planning tech giant poised to strengthen Canadian presence, penetrate U.S. with latest funding round
Company's high pace of growth adds to risks from inexperienced agents, says regulatory spokesperson
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
