Financial Literacy

Industry

AMF priorities for year ahead include crypto, total cost reporting

The Quebec regulator also plans to improve complaint handling and financial literacy

By Staff |April 27, 2023

1 min read

Industry

Financial services industry lacks tools, training to serve low-income individuals

A report found that most financial services are not designed for people with low incomes

By Maddie Johnson |April 11, 2023

2 min read

Advisor's Edge

Can advisors be finfluencers too?

Finding opportunities on social media

By Maddie Johnson |March 31, 2023

3 min read

Planning and Advice

As markets roil, advisors toil: how you handled the SVB fallout

Amid fraught headlines, here's how financial advisors served clients this week

By Michelle Schriver |March 17, 2023

4 min read

Industry

DIY investors the most financially literate, finds OSC study

Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

By Staff |September 7, 2022

2 min read

Advisor's Edge

Total cost reporting is coming

Five years into CRM2, the cracks are showing

By Mark Burgess |March 14, 2022

7 min read

Planning and Advice

How advisors can help build clients’ confidence

Investors may require more holistic and thoughtful advice than ever before

By Maddie Johnson |November 24, 2021

2 min read

Industry

OSC provides funds to Prosper Canada

The national charity will receive a total of $2.7 million over three years

By Staff |November 24, 2021

1 min read

Planning and Advice

Gen Z focused on saving, budgeting in face of pandemic setbacks: survey

Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures

By Daniel Calabretta |November 9, 2021

2 min read

Industry

Tackling the she-cession with financial literacy

New Brunswick regulator aims to address the particular financial challenges faced by women

By Staff |November 8, 2021

2 min read

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