Advocis

Join Ben Mulroney at our in-person WP Awards gala on June 1

Mix and mingle to celebrate the industry's rising stars and bright lights

FSRA unveils third credentialling body for financial planner title

Ontario regulator takes another important step in investor protection with approval of licensing and designation-granting entity

Ontario takes additional steps in title protection push

FSRA approves first two credentialing bodies to grant certifications allowing use of financial advisor and financial planner titles

'The title will mean something': Ontario confirms title protection regime

CEO of FSRA tells WP new title rule will foster consumer confidence and provide a guide for other jurisdictions

Why advisors need to be equipped for strategic philanthropy

Candice Jay, Vice President at Connor, Clark & Lunn Private Capital, says it takes specialized expertise to truly benefit from philanthropic conversations

Is detecting clients' cognitive decline tougher in a virtual world?

Wealth industry veterans and leaders weigh the pros and cons for advisors and planners

Reverse mortgages deserve careful consideration, says Advocis

President and CEO encourages Canadians to seek qualified financial advice to properly weigh benefits and costs

Industry reaffirms collective commitment to financial literacy

Advocis, Canadian Securities Institute, and RBC set out initiatives to provide educational resources and information

A fresh perspective: Meet the Young Achievers of the Year

Hear from industry up-and-comers as they share their path to success, challenges facing young advisors and views on current industry issues.

From COVID-19 windfalls to property investment pitfalls?

Amid seller's market for residential properties, Advocis president and CEO lays out hidden costs buyers could be missing