Advisor education

Your Business

Picking apart the idea of a stock-picker’s market

Evidence doesn’t support active management, so why do some advisors?

By John De Goey |October 2, 2023

3 min read

Industry

FP Canada’s revenue mixed in 2022–23

Certification fees accounted for 70% of income

By Michelle Schriver |September 22, 2023

2 min read

Your Business

Addressing advisors’ misguided beliefs

Opinion: Here are three ideas to promote evidence-based practices

By John De Goey |September 19, 2023

3 min read

Industry

Edward Jones tries out teams

The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

By Katie Keir |September 14, 2023

3 min read

Industry

FP Canada names top CFP exam writers from May

A total of 406 people wrote the exam

By Staff |August 17, 2023

1 min read

Industry

No post-secondary diploma? QAFP certification still possible

Candidates with five years' financial planning–related experience can qualify, FP Canada says

By Michelle Schriver |July 13, 2023

2 min read

Industry

CIRO proposes nixing courses in new proficiency model

No more pencils, no more books: the self-regulatory organization proposes to focus on exams instead

By James Langton |July 7, 2023

2 min read

Industry

FSRA extends timeline for approving title credentialing bodies through 2023

The regulator said those who use titles require more time to comply with the framework

By Staff |July 5, 2023

1 min read

Industry

The pros and cons of professional associations

Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics

By Michelle Schriver |June 20, 2023

4 min read

Industry

New Brunswick passes title protection legislation

Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"

By Staff |June 19, 2023

2 min read

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