Jun 6, 2025 | News
FP Canada and the Chartered Professional Accountants of Canada (CPA Canada) signed a Memorandum of Understanding (MOU) that will allow professionals in both fields to have access each other’s programs, credentials, including accredited continuing education and...
Jun 4, 2025 | News
The FP Canada Standards Council 2024 report reminds financial planners that off-duty conduct, including social media activity, may trigger professional scrutiny and disciplinary action. When a financial planner engages in conduct on social media that impacts their...
Jun 2, 2025 | News
The Canadian Life and Health Insurance Association (CLHIA) announced that it is using artificial intelligence (AI) tools to detect insurance fraud in group benefits plans. AI technology is revolutionizing the insurance industry’s ability to combat fraud and ensure the...
May 26, 2025 | News
Quebec’s Bill 92 proposes to combine the Chambre de la sécurité financière (CSF), currently responsible for mutual fund rep supervision, and the Chambre de l’assurance de dommages (ChAD), which oversees property and casualty insurance representatives and to...
May 23, 2025 | News
The International Organization of Securities Commissions, (IOSCO) published a trio of final reports on finfluencers, online imitative trading practices and digital engagement practices, stemming from a strategic initiative to enhance retail investor protection in the...
May 20, 2025 | News
The rise of financial influencers on social media has caused concern with the Ontario Securities Commission (OSC) recently finding that 35% of Canadians have followed advice from these sources. The OSC recommends advisors assess their clients’ reliance on such sources...
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