Marie Muldowney

New initiative aims to promote seniors' financial health

Institute's free resources will help advisors navigate unique challenges of senior clients and their families

Canadian Securities Institute updates competency profile for planners

The new profile drives requirements for education, experience, and exam coverage

What’s behind a great advisor?

Marie Muldowney, Managing Director of Moody’s Analytics, shares the secrets to being an industry-leading advisor

Time to forget financial literacy

Author takes exception to the financial services’ industry’s fascination with financial literacy. The focus, says this outspoken critic, should be on consumer protection. Is she right?

Canadian Securities Institute delivers campaign to put faces behind the letters

The organization responsible for must-have industry credentials such as the FCSI and CIM launches two-pronged media effort to increase recognition.