Advisor

Advisors, investors turn their backs on Bitcoin Advisors, investors turn their backs on Bitcoin

Industry

Advisors, investors turn their backs on Bitcoin

Both groups ranked energy as their most bullish asset class

By Staff |July 16, 2021

3 min read

Planning for hybrid work in wealth management Planning for hybrid work in wealth management

Industry

Planning for hybrid work in wealth management

Firms consider their post-pandemic plans

By Michelle Schriver |July 15, 2021

5 min read

FP Canada announces results from QAFP exam in May FP Canada announces results from QAFP exam in May

Economic Indicators

FP Canada announces results from QAFP exam in May

Most candidates took the test online

By Staff |July 8, 2021

1 min read

IIROC fines former advisor $150K for excessive trading, client borrowing Fallback Image Decorative pattern

Industry

IIROC fines former advisor $150K for excessive trading, client borrowing

Misguided faith in tactical trading strategy led to the violations

By James Langton |July 8, 2021

2 min read