Advocis

Is scrapping DSCs from segregated funds the right path forward?

While some defend upfront charges, DSCs 'difficult to justify' from best-interest perspective, says financial advisor

Ho ho no! Why clients are cutting back on Christmas gifts

Advocis poll reveals how looming recession and inflation fears are impacting festive period

Why Ontario wants national title protection harmonization… based on its model

Harder to define financial advisor than financial planner, says CEO

'Pinball' Clemons: ‘You’re doing phenomenal work, but we still need more’

CFL legend tells advisors they have the power to instigate real change

Saskatchewan’s FA title proposal the right path forward, says veteran advisor

Industry veteran says higher bar on professionalism needed to rebuild consumer trust

Ontario's title protection framework an 'unfulfilled promise': investor advocate

Open letter highlights flaws in province's title protection regime, airs concerns of 'race to the bottom' with credentialing bodies

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