News and resources for Canada's top financial advisors
Est. 1998
Industry
Desjardins Group and credit union Capital Savings are working together to help clients.
By Staff |April 5, 2013
1 min read
U.K. regulators have implemented a required ethics test for new brokers and traders.
April 2, 2013
The relationship between Canadian investors and investment advisors is overwhelmingly positive, according to a national survey of investors commissioned by the Investment Industry Association of Canada (IIAC) and conducted by Advisor Impact.
By Staff |January 31, 2013
Investors are reconsidering their support of the gun industry.
By Wire services |December 19, 2012
2 min read
More than half of CFOs globally are increasingly implementing sustainability strategies in their organizations, says a global survey launched by Deloitte.
By Staff |September 18, 2012
A recent survey of Wall Street executives paints a bleak picture of the moral tone of a central part of our economic system.
By Chris MacDonald, Canadian Business |July 16, 2012
3 min read
You have to place your client’s interests ahead of your own. That requirement is the most noticeable change in a fresh set of standards of professional responsibility that will be applied to CFP designees and candidates.
By Staff |December 15, 2011
Life
Advisor.ca is proud to congratulate Yves Bonneau, Editor in Chief of our Quebec affialiate Conseiller.ca, on winning the Kenneth R. Wilson (KRW) Award for Best Editorial in 2010. The KRW Awards recognize the best in Canadian business press journalism. Here is his Gold Award winning editorial: Slowly but surely, genetic testing on humans is making […]
By Yves Bonneau |June 9, 2011
4 min read
Planning and Advice
In the wake of numerous instances of financial fraud in North America, there has been increased focus on the duties and obligations owed by investment professionals to their clients. In the U.S. and elsewhere, regulators are proposing changes that would impose a fiduciary standard on those entrusted with managing investor funds.
By David Di Paolo, Kara Beitel |May 12, 2011
The Financial Planning Standards Council (FPSC) has issued a draft for changes to the CFP Code of Ethics and CFP Financial Planning Practice Standards and is seeking feedback from the industry and the public. Among the proposed changes is the addition of a Client First principle to the Code of Ethics. The FPSC says this […]
By Staff |April 12, 2011
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