Greg Pollock Appointed to the FSRA Stakeholder Advisory Committee for Financial Planners and Financial Advisors
October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association …
October 6, 2022 – Greg Pollock, President and CEO of Advocis, The Financial Advisors Association …
Written on October 6, 2022 at 6:27 pm, by Lucas Di Rocco
Comments Off on Greg Pollock Appointed to the FSRA Stakeholder Advisory Committee for Financial Planners and Financial Advisors
Categories: Blog, In the News
Tags: Advocis, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, Financial Services Regulatory Authority, FSRA, Greg Pollock, Huston Loke, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it …
Written on April 11, 2022 at 10:04 pm, by Lucas Di Rocco
Comments Off on Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, Financial Services Regulatory Authority, FP Canada, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves …
Written on April 5, 2022 at 9:56 pm, by Lucas Di Rocco
Comments Off on New rules coming for financial advisors in Ontario. This is what they’ll mean for you
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, Financial Services Regulatory Authority, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous …
Written on March 30, 2022 at 9:50 pm, by Lucas Di Rocco
Comments Off on Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Certified Financial Planner, CFP, Chartered Life Underwriter, CLU, Credentialing Body, Financial Advice, Financial Advisor, Financial Planner, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a …
Written on March 25, 2022 at 9:43 pm, by Lucas Di Rocco
Comments Off on New rules force financial planners to be qualified by 2026
Categories: Blog, In the News
Tags: Advocis, BNN Bloomberg, Chartered Life Underwriter, CLU, Financial Advice, Financial Advisor, Financial Planner, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner …
Written on March 23, 2022 at 3:29 pm, by Lucas Di Rocco
Comments Off on Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule
Categories: Blog, In the News, Press Release
Tags: Advocis, Chartered Life Underwriter, CLU, Financial Advice, Financial Advisor, Financial Planner, FSRA, Greg Pollock, Ontario, PFA, Professional Financial Advisor, title protection, title regulation
By: Michelle Schriver, November 13, 2019 Advisors and planners can expect a flexible approach as …
Written on November 29, 2019 at 5:02 pm, by alex dugan
Comments Off on Ontario regulator provides update on title regulation
Categories: In the News
Tags: Financial Advisor, Financial Planner, FSRA, title protection, title regulation
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