Advisor

OSC grapples with promise, risks of AI

Report finds the technology is being used to segment clients and generate insights

By James Langton |October 10, 2023

2 min read

Investors relying less on advisors for fund purchases: IFIC poll

Clients satisfied with advisors, despite fewer fee and suitability discussions

By Michelle Schriver |October 5, 2023

2 min read

Taking clients from “fine” to “flourishing”

With a new approach to monitoring, advisors can deepen connections and help clients set and achieve new goals

By Maddie Johnson |September 29, 2023

3 min read

FP Canada calls for fee fairness under title protection

FSRA's fee rule for credentialing bodies exempts CIRO from full costs

By Michelle Schriver |September 26, 2023

3 min read