News and resources for Canada's top financial advisors
Est. 1998
Industry
Group rejects proposed fee exemptions for self-regulatory organization and calls for greater advisor proficiency
By Staff |June 6, 2023
3 min read
Planning and Advice
Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?
By Melissa Shin |May 29, 2023
2 min read
Fraudsters are posing as registered individuals
By Staff |May 25, 2023
1 min read
Demonstrate and discuss your regulatory requirements with clients, IFB says
By Michelle Schriver |May 25, 2023
Technology
Automating the process of collecting and updating KYC information can provide a significant return
By James Langton |May 16, 2023
Richardson Wealth parent firm posted $5.3-million net loss in first quarter
By Rudy Mezzetta |May 4, 2023
Nearly two dozen financial institutions, including several advisory firms, have signed Women in Capital Markets' parental leave pledge
By Todd Humber |May 3, 2023
4 min read
Lack of personalized advice created a void filled by negative returns, the latest survey says
By Staff |May 2, 2023
Life
Advisors should “show a less rosy picture” than the DSIR
By Greg Meckbach |April 28, 2023
BCSC collects US$350,000 toward $36.7-million enforcement debt
By James Langton |April 19, 2023
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