Advisor education

New skills crucial for success amid industry change

Financial pros seek AI, sustainability know-how, a CFA Institute survey finds

By Staff | July 8, 2022

2 min read

CFR sweep to provide clarity to industry

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

February 18, 2022

3 min read

More than 700 passed CPA Canada’s May exam

Two women were recognized for achieving high standing

By Maddie Johnson | August 13, 2021

1 min read

MFDA’s new CE regime to launch in the fall

Fund dealers' first CE cycle to kick off on Dec. 1

By James Langton | July 23, 2021

2 min read