Advisor

Ontario budget aims to regulate planner and advisor titles Fallback Image Decorative pattern

Industry

Ontario budget aims to regulate planner and advisor titles

Province plans to introduce some form of proficiency requirement

By James Langton |April 11, 2019

2 min read

Tips to be tops at client experience Fallback Image Decorative pattern

Industry

Tips to be tops at client experience

Both firms and advisors have a role to play

By Staff |April 4, 2019

2 min read

How the Canada Life rebrand will impact advisors Fallback Image Decorative pattern

Life

How the Canada Life rebrand will impact advisors

The consolidation will make it easier to choose and market products, an executive says

By Greg Dalgetty |April 3, 2019

2 min read

Addressing the middle-class gap in financial advice Addressing the middle-class gap in financial advice

Advisor's Edge

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

By Mark Burgess |March 25, 2019

3 min read