Michelle Schriver

Michelle is Advisor.ca’s continuing education editor. She has worked with the team since 2015 and been recognized by the National Magazine Awards and SABEW for her reporting. Email her at michelle@newcom.ca.

Products

Mutual fund redemptions slow in December: IFIC

Year over year, redemptions increased 30.5%

By Michelle Schriver |January 25, 2024

1 min read

Regulation

CIRO approved as credentialing body under Ontario title protection

Improved proficiency for financial advisors still on the table amid persistent demand

By Michelle Schriver |January 23, 2024

1 min read

Industry

Former BMO execs Andrew Auerbach and Jean Blacklock launch investment counsel firm

New practice aims to differentiate with therapeutic approach to planning

By Michelle Schriver |January 18, 2024

1 min read

Regulation

What happens if FSRA finds a life agent unsuitable

The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday

By Michelle Schriver |January 17, 2024

1 min read

Life

FSRA fines former life agent $60K for recruitment scheme

Licensee was contracted with one of three MGAs reviewed for tiered recruitment model

By Michelle Schriver |January 11, 2024

1 min read

Your Business

Learn more in 2024 with these events and programs

Advisors share their favourite educational opportunities

By Michelle Schriver |January 5, 2024

1 min read

Industry

New certificate in wealth management to provide pipeline of support staff

George Brown College offers practical program in collaboration with industry firms

By Michelle Schriver |December 14, 2023

1 min read

Industry

Wellington-Altus focuses on growth with latest capital injection

Firm says $40-million investment from Cynosure will help attract top advisors

By Michelle Schriver |December 7, 2023

1 min read

Tax Strategies

Family businesses aim to accelerate succession: KPMG

Numerous changes, including tax rules, add pressure to Canadian enterprises

By Michelle Schriver |November 23, 2023

1 min read

Your Business

When a financial planner’s political post goes viral

In a hypothetical scenario, a planner takes a no-holds-barred approach to social media

By Michelle Schriver |November 9, 2023

1 min read

Industry

IGM Financial’s profit flat in Q3 as investment returns weigh on assets

Wealth management's earnings were up, as number of less-experienced advisors dropped

By Michelle Schriver |November 2, 2023

1 min read

Industry

Ontario clients split on seg fund compensation: poll

Respondents to FSRA survey had mixed views on how they preferred to pay financial advisors

By Michelle Schriver |October 13, 2023

1 min read

Industry

Investors relying less on advisors for fund purchases: IFIC poll

Clients satisfied with advisors, despite fewer fee and suitability discussions

By Michelle Schriver |October 5, 2023

1 min read

Life

Review of multi-level-marketing MGAs results in enforcement for 65 life agents

The clampdown includes the sale of unsuitable universal life policies

By Michelle Schriver |October 3, 2023

1 min read

Industry

FP Canada calls for fee fairness under title protection

FSRA's fee rule for credentialing bodies exempts CIRO from full costs

By Michelle Schriver |September 26, 2023

1 min read

Industry

FP Canada’s revenue mixed in 2022–23

Certification fees accounted for 70% of income

By Michelle Schriver |September 22, 2023

1 min read

Planning and Advice

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds

By Michelle Schriver |September 13, 2023

1 min read

Industry

Regulators extend exemptions for discount brokers to comply with trailer ban

The exemptions were previously slated to end on Nov. 30

By Michelle Schriver |August 31, 2023

1 min read

Industry

Advocis addresses liquidity after poor 2022 results

The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund

By Michelle Schriver |August 24, 2023

1 min read

Planning and Advice

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver |July 19, 2023

1 min read

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