Clients satisfied with advisors, despite fewer fee and suitability discussions
The clampdown includes the sale of unsuitable universal life policies
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
Certification fees accounted for 70% of income
In a hypothetical scenario, a client and power of attorney are at odds
The exemptions were previously slated to end on Nov. 30
The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund
Inheriting a client doesn’t mean cutting corners with KYC
Candidates with five years' financial planning–related experience can qualify, FP Canada says
The province is asking for feedback and comparing other provinces' regulations