Advocis

Advisors to interview children for 'fresh perspective' on finance

Advocis announces 2020 initiatives for Financial Literacy Month, including results from COVID-19 survey

WP Awards 2020: winners revealed

A total of 23 awards were handed out at yesterday’s virtual event, which celebrated the industry's best in class

What challenges must young advisors overcome?

Ahead of the virtual WP Awards 2020, we hear from some of our panel moderators, including on what it takes to be a high achiever

Advocis puts specialized planning expertise within members' reach

Partnership with recognized education provider begins with program focused on strategic philanthropy

FSRA seeking comments on title protection

Regulatory authority of Ontario proposes minimum standards for 'financial planner' and 'financial advisor' titles

Industry groups weigh in on senior-protection proposals

Advocis and IFIC submit comments to consultation on measures focusing on older and vulnerable clients

Advocis bolsters board of directors

National association of financial advisors names two new appointees

Province restricts advisory titles

Provincial government passes act that legally limits who can use ‘financial planner’ and ‘financial advisor’ titles

Advocis launches platform supporting advisors, small businesses

Association has stepped up its response to the pandemic by connecting small businesses with professionals who can help them survive

Time running out to get your WP Awards nominations in

Be part of a glittering night when WP once again celebrates the leading lights in the Canadian wealth management industry