News and resources for Canada's top financial advisors
Est. 1998
Industry News
Regulators could create public reports on complaints about finfluencers, Institute recommends
By Jonathan Got |January 26, 2024
3 min read
Technology
Committing to a platform and showing your personality can help with prospecting
By Mark Burgess |September 22, 2023
Industry
BCSC sanctions offside online influencing
By James Langton |July 27, 2023
Planning and Advice
A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"
By Mark Burgess |May 9, 2023
2 min read
Moody's says prudential requirements and supervision are likely to be stiffened
By James Langton |May 1, 2023
NASAA survey on investor threats finds digital asset schemes top the list
By James Langton |April 20, 2023
Advisor's Edge
Finding opportunities on social media
By Maddie Johnson |March 31, 2023
Fewer than one-third of advisors surveyed had a defined marketing strategy
By Staff |December 14, 2022
Tips for filling an evolving role
By Todd Humber |October 12, 2022
4 min read
New guidance tackles risks posed by finfluencers, gamification, social media
By James Langton |October 12, 2022
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