News and resources for Canada's top financial advisors
Est. 1998
Industry
Lawsuit claims advisors' payouts didn't include mandated vacation pay
By James Langton |January 3, 2023
3 min read
The new self-regulatory organization is considering its role as FSRA extends the implementation of title protection into 2023
By Michelle Schriver |December 22, 2022
2 min read
Technology
Fewer than one-third of advisors surveyed had a defined marketing strategy
By Staff |December 14, 2022
Planning and Advice
Advisors can help clients with debt and long-term goals
By Maddie Johnson |December 6, 2022
A welcome industry development gets a critical assessment
By Michelle Schriver |December 2, 2022
4 min read
Regulators alleged the firm's onboarding process for new reps was deficient
By James Langton |November 24, 2022
At FP Canada's annual conference, Ellen Bessner outlined red flags to identify and mitigate
By Michelle Schriver |November 24, 2022
There's higher demand for advisor coaching and consulting that can't be ignored
By Katie Keir |November 24, 2022
Tips from those who made the transition
By Todd Humber |November 16, 2022
Availability of capital is influencing acquisitions
By Michelle Schriver |November 14, 2022
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