FSRA – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 04 Oct 2023 14:02:15 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png FSRA – Advisor's Edge https://phoenix.advisor.ca 32 32 Review of multi-level-marketing MGAs results in enforcement for 65 life agents https://phoenix.advisor.ca/insurance/life/review-of-multi-level-marketing-mgas-results-in-enforcement-for-65-life-agents/ Tue, 03 Oct 2023 19:51:55 +0000 https://www.advisor.ca/?p=231454 The clampdown includes the sale of unsuitable universal life policies

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]]> FP Canada calls for fee fairness under title protection https://phoenix.advisor.ca/news/industry-news/fp-canada-calls-for-fee-fairness-under-title-protection/ Tue, 26 Sep 2023 19:48:27 +0000 https://www.advisor.ca/?p=231142 FSRA's fee rule for credentialing bodies exempts CIRO from full costs

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]]> FSRA publishes final fee rule for its sectors https://phoenix.advisor.ca/news/industry-news/fsra-publishes-final-fee-rule-for-its-sectors/ Tue, 19 Sep 2023 20:32:35 +0000 https://www.advisor.ca/?p=230921 The rule includes the regulator's fee calculations for credentialing bodies

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]]> FSRA finalizes credit unions’ operational guidance https://phoenix.advisor.ca/news/industry-news/fsra-finalizes-credit-unions-operational-guidance/ Fri, 18 Aug 2023 18:18:05 +0000 https://www.advisor.ca/?p=229843 Regulator supports firms' efforts to address ESG risks

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]]> FSRA details oversight for planner and advisor titles https://phoenix.advisor.ca/news/industry-news/fsra-details-oversight-for-planner-and-advisor-titles/ Thu, 10 Aug 2023 19:36:43 +0000 https://www.advisor.ca/?p=229605 Regulator sets supervisory priorities for credential providers

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]]> FSRA consults on consumer warnings https://phoenix.advisor.ca/insurance/life/fsra-consults-on-consumer-warnings/ Mon, 31 Jul 2023 20:10:51 +0000 https://www.advisor.ca/?p=229313 Regulator issues proposed guidance for public comment until Aug. 25

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]]> FSRA extends timeline for approving title credentialing bodies through 2023 https://phoenix.advisor.ca/news/industry-news/fsra-extends-timeline-for-approving-title-credentialing-bodies-through-2023/ Wed, 05 Jul 2023 18:43:01 +0000 https://www.advisor.ca/?p=228117 The regulator said those who use titles require more time to comply with the framework

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]]> FSRA meets or exceeds service standards in Q4 https://phoenix.advisor.ca/news/industry-news/fsra-meets-or-exceeds-service-standards-in-q4/ Fri, 09 Jun 2023 19:39:15 +0000 https://www.advisor.ca/?p=226501 Results include action on insurance, title protection complaints

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]]> Title protection fee proposal in Ontario draws criticism from planning associations, investor advocates https://phoenix.advisor.ca/news/industry-news/title-protection-fee-proposal-in-ontario-draws-criticism-from-planning-associations-investor-advocates/ Tue, 06 Jun 2023 20:03:55 +0000 https://www.advisor.ca/?p=226396 Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency

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]]> Life agent sanctioned for client service scheme, churning https://phoenix.advisor.ca/news/industry-news/life-agent-sanctioned-for-client-service-scheme-churning/ Fri, 02 Jun 2023 19:45:55 +0000 https://www.advisor.ca/?p=226312 New agent allegedly split commissions with ex-agent and churned clients

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