News and resources for Canada's top financial advisors
Est. 1998
Industry
Demonstrate and discuss your regulatory requirements with clients, IFB says
By Michelle Schriver |May 25, 2023
2 min read
Only three percent of investment professionals say they are proficient in AI, CFA Institute finds
By Maddie Johnson |April 26, 2023
1 min read
Life
A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours
By Staff |March 9, 2023
The Quebec self-regulatory organization will make the portal available in January
By Staff |December 7, 2022
Some advisors take on too many clients outside their core market, warns Cerulli Associates
By Staff |March 16, 2022
The regulator provided guidance for advisors, dealers and education providers
By Staff |October 29, 2021
The regulator's accreditation relationship with CECAP will end on Dec. 31
By Staff |October 25, 2021
Newcom Media expands continuing education site for financial professionals
By Staff |October 15, 2021
Fund dealers' first CE cycle to kick off on Dec. 1
By James Langton |July 23, 2021
Your Business
Examining how taxes, expected investment outcomes and utility can affect asset location
By Benjamin Felix |October 15, 2020
15 min read
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