Advisor

67% pass June round of CFP test Fallback Image Decorative pattern

Industry

67% pass June round of CFP test

Canada-wide, 67% of the 360 people who wrote the CFP exam in June passed the test.

By Staff |August 14, 2015

1 min read

Book-building tips for new advisors Fallback Image Decorative pattern

Planning and Advice

Book-building tips for new advisors

Even if you’ve worked in the financial industry for years, it can be tough to change careers and build an advisory practice from the ground up.

August 13, 2015

3 min read

Smallest businesses invest more in training Fallback Image Decorative pattern

Economic Indicators

Smallest businesses invest more in training

Canada's smallest businesses lead the way in employee training, investing nearly $2,000 per employee on average each year, says a Canadian Federation of Independent Business' (CFIB) report.

By Staff |August 12, 2015

1 min read

Ontario gov’t takes next step towards new advisor regs Fallback Image Decorative pattern

Industry

Ontario gov’t takes next step towards new advisor regs

The Ontario government is reviewing the regulation of financial advisors and as part of this process, has released an Initial Consultation Document.

By Staff |July 2, 2015

1 min read