Last month, the Biden Administration announced the revival of a previously abandoned pilot program that would waive the requirement for lender’s title insurance on certain home refinances – part of a ...

With the Financial Planning Association’s announcement in July that it is moving forward with an advocacy agenda to gain title protection for the “Financial Planner,” it has become evident that there ...

In 2022, it seems odd that the profession you belong to would be facing an existential crisis as simple as one enduring question, “What is a financial planner? And who gets to use the name?” Lawyers ...

The Financial Planning Association, the membership organization for Certified Financial Planners, has launched a multi-year advocacy campaign to achieve title protection for the term “financial ...

When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting ...

Toronto, ON, April 27, 2026 (GLOBE NEWSWIRE)-- Advocis, The Financial Advisors Association of Canada, today released a new white paper urging governments and regulators across the country to adopt a ...

This year the Financial Planning Association will gather thoughts from its members, other professional organizations, regulators and policymakers to propose professional standards around title ...

Officials of the Certified Financial Planner Board of Standards Inc. said Wednesday they oppose the effort by the Financial Planning Association to establish legal protection for the title “financial ...

Obtaining legal recognition of financial planning could be a slog, and the organization that represents planners says it’s in for the long haul. Earlier this year, the Financial Planning Association ...