Advocis

CPH course requirement could create an unlevel playing field, say stakeholders

Could proposal under single-SRO rules place disproportionate burden on certain dealer firms and mutual fund-only advisors?

Advocis names Catherine Wood as new board chair

National association for advisors appoints two-time awardee of Canada’s Top 50 Most Powerful Women

‘I treat everyone who comes in the door like family,’ says rising star

WP's Young Achiever of the Year on using adversity to refocus on what's important in business and life

Wealth Professional Awards winners revealed!

After the return of our glitzy in-person gala, find out who went home with the top prizes

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