News and resources for Canada's top financial advisors
Est. 1998
News
Michelle is Advisor.ca’s managing editor. She has worked with the team since 2015 and been recognized by the National Magazine Awards and SABEW for her reporting. Email her at michelle@newcom.ca.
Technology
"No great blueprint" to manage multiple claims in different provinces, lawyer says
By Michelle Schriver |March 5, 2024
4 min read
Industry
Credentialing bodies also discussed putting clients first at regulator's annual conference
By Michelle Schriver |March 4, 2024
2 min read
Regulation
In a hypothetical scenario, a financial advisor takes issue with a marketing message
By Michelle Schriver |February 20, 2024
6 min read
The national financial advisors association alleges it was overcharged
By Michelle Schriver |February 13, 2024
Longtime president and CEO alleges he was let go without notice
By Michelle Schriver and Melissa Shin |February 9, 2024
5 min read
Products
Year over year, redemptions increased 30.5%
By Michelle Schriver |January 25, 2024
Improved proficiency for financial advisors still on the table amid persistent demand
By Michelle Schriver |January 23, 2024
New practice aims to differentiate with therapeutic approach to planning
By Michelle Schriver |January 18, 2024
3 min read
The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday
By Michelle Schriver |January 17, 2024
Planning and Advice
February 5, 2024|4 min read
November 28, 2023|4 min read
March 7, 2024|4 min read
December 15, 2023|2 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
Investments
March 14, 2024|3 min read
December 15, 2023|3 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.