'We'll spend less time on administration and more helping clients get where they want to be'
Financial planning organizations and other stakeholders raise concerns on 'fundamentally flawed' proposal
Head of Financial Planning Association of Canada says claims distract from the real problem
Partnership provides customized guidance
Title protection framework isn't improving consumer protection, insists advisor
Aggressive incentives, high standards needed to democratize quality planning
Financial planning tech giant poised to strengthen Canadian presence, penetrate U.S. with latest funding round
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
