Sales practices

Fearless advisors will thrive in an AI world Fearless advisors will thrive in an AI world

Life

Fearless advisors will thrive in an AI world

Those who stick with traditional sales techniques will not — your clients already know more than you think

By Jeff Cait |April 28, 2026

7 min read

Trade, geopolitics loom large in OSC’s agenda Trade, geopolitics loom large in OSC’s agenda

Regulation

Trade, geopolitics loom large in OSC’s agenda

Regulator publishes draft priorities, highlighting competitive concerns

By James Langton |November 28, 2025

3 min read

Bank reps under pressure to sell: OSC and CIRO Bank reps under pressure to sell: OSC and CIRO

Regulation

Bank reps under pressure to sell: OSC and CIRO

Research "showed a statistically significant association" between sales pressure and recommendations not in client interests

By James Langton |July 9, 2025

5 min read