Advocis

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

Advocis launches new advisor designation

Association says qualification will meet the changing requirements and expectations of the marketplace

Just two weeks left to nominate for 2020 WP Awards

Sixth annual event will feature 24 categories and once again celebrate the industry’s success stories

Nominations open for 6th annual Wealth Professional Awards

Event boasts 24 prestigious categories designed for leading advisors, teams, fund providers, BDMs, service providers and more

Women in Wealth Management award winners revealed

Best in class announced at awards ceremony, including top female executive, innovator and female young gun of the year

How Advocis aims to flip financial attitudes

The association is challenging Canadians to stay committed to their goals and overcome psychological pitfalls