News and resources for Canada's top financial advisors
Est. 1998
Life
Positive industry trends, not regulatory arbitrage, supported sales last year
By Michelle Schriver |November 2, 2022
4 min read
Industry
More firms are also emphasizing training
By Todd Humber |October 21, 2022
More financing and advice is needed, a Scotiabank report suggests
By Staff |October 20, 2022
2 min read
Planning and Advice
Advisors discuss the need to prepare for tough times
By Michelle Schriver |October 14, 2022
Tips for filling an evolving role
By Todd Humber |October 12, 2022
Technology
Digitization can provide product advice, but clients still want to talk to humans
By Greg Meckbach |October 11, 2022
Including clients in a solution will strengthen relationships
By Daniel Calabretta |October 4, 2022
Mutual fund and ETF investors view the advice they receive differently, IFIC survey finds
By Melissa Shin |October 3, 2022
Aspirational planners need to take action for clients, Planworth’s James Fraser said at IAFP’s 2022 symposium
By Katie Keir |September 29, 2022
3 min read
Many investors with advisors are trading crypto via platforms such as Coinbase and Binance
By Daniel Calabretta |September 13, 2022
1 min read
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