As the province adjusts to titles regulation, we look at Quebec’s experience
Best practice calls for separate roles
The Canadian Securities Institute is the latest approved credentialing body for Ontario financial planners
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
The Ontario regulator provided implementation details on title protection
A Horizons survey also found strong sentiment for the loonie and Canadian equities more broadly
The regulator is "actively" reviewing other applications, it said
The rules come into force on March 28
Some advisors take on too many clients outside their core market, warns Cerulli Associates
The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge