News and resources for Canada's top financial advisors
Est. 1998
News
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
Year over year, redemptions increased 30.5%
By Michelle Schriver |January 25, 2024
1 min read
Regulation
Improved proficiency for financial advisors still on the table amid persistent demand
By Michelle Schriver |January 23, 2024
Industry
New practice aims to differentiate with therapeutic approach to planning
By Michelle Schriver |January 18, 2024
The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday
By Michelle Schriver |January 17, 2024
Life
Licensee was contracted with one of three MGAs reviewed for tiered recruitment model
By Michelle Schriver |January 11, 2024
Your Business
Advisors share their favourite educational opportunities
By Michelle Schriver |January 5, 2024
George Brown College offers practical program in collaboration with industry firms
By Michelle Schriver |December 14, 2023
Firm says $40-million investment from Cynosure will help attract top advisors
By Michelle Schriver |December 7, 2023
Tax Strategies
Numerous changes, including tax rules, add pressure to Canadian enterprises
By Michelle Schriver |November 23, 2023
In a hypothetical scenario, a planner takes a no-holds-barred approach to social media
By Michelle Schriver |November 9, 2023
Wealth management's earnings were up, as number of less-experienced advisors dropped
By Michelle Schriver |November 2, 2023
Respondents to FSRA survey had mixed views on how they preferred to pay financial advisors
By Michelle Schriver |October 13, 2023
Clients satisfied with advisors, despite fewer fee and suitability discussions
By Michelle Schriver |October 5, 2023
The clampdown includes the sale of unsuitable universal life policies
By Michelle Schriver |October 3, 2023
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
By Michelle Schriver |September 26, 2023
Certification fees accounted for 70% of income
By Michelle Schriver |September 22, 2023
Planning and Advice
In a hypothetical scenario, a client and power of attorney are at odds
By Michelle Schriver |September 13, 2023
The exemptions were previously slated to end on Nov. 30
By Michelle Schriver |August 31, 2023
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
Inheriting a client doesn’t mean cutting corners with KYC
By Michelle Schriver |July 19, 2023
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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