News and resources for Canada's top financial advisors
Est. 1998
Industry
Earlier this year, the regulator settled with other clients of the same marketing firm for similar allegations
By James Langton |September 20, 2022
2 min read
Paid ads on social media put vulnerable customers at risk, FCA says
By James Langton |February 11, 2022
European authorities call for "rapid action" to keep up with risks
By James Langton |February 7, 2022
ESMA issued a statement to investors, market manipulators about posting online
By James Langton |October 28, 2021
More than half of advisors with defined marketing plans gained new clients via social media over the past 12 months, a survey says
By Staff |October 7, 2021
Advisor's Edge
A CSA consultation has become more interesting after the GameStop saga
By Mark Burgess |May 11, 2021
11 min read
The boycott began in response to growing anti-Semitic and anti-Black rhetoric found on Facebook
By The Canadian Press |July 2, 2020
How should advisors find clients today?
By Susan Goldberg |February 7, 2020
6 min read
Advisors weigh in
By Michelle Schriver |October 25, 2019
But be wary of your own power
By Gil Martinez |October 25, 2019
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