Home Michelle Schriver

Regulators will review "a sizable number" of firms, a panellist said at KYP webinar

  • February 18, 2022 February 18, 2022
  • 11:58

The client-focused reforms put advisor titles and awards under scrutiny

  • February 4, 2022 February 4, 2022
  • 12:00

For clients making life changes during Covid-19, advisors are providing clarity

  • January 13, 2022 January 13, 2022
  • 16:45

ETFs, mutual funds scored record assets last year

  • January 6, 2022 January 6, 2022
  • 17:13

At FP Canada's ethics session, financial planners were urged to proactively address client changes

  • November 26, 2021 November 26, 2021
  • 14:42

Industry veteran Pat Chiefalo left the position earlier this year

  • November 25, 2021 November 25, 2021
  • 11:11

OSC head expressed concern about banks' response to the client-focused reforms

  • November 17, 2021 November 17, 2021
  • 14:20

Advisors share how they respond to unusual email

  • November 2, 2021 November 1, 2021
  • 12:30

The requirement to put clients’ interests first “reinforces the importance of suitability”

  • November 2, 2021 January 11, 2022
  • 12:30

Unlicensed professionals must avoid registrable activity

  • November 2, 2021 November 1, 2021
  • 12:30