Advocis

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

Advocis launches new advisor designation

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

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

It's Financial Literacy Month throughout November

Advocis, OSC among organizations setting out their initiatives

Should succession planning be regulated?

Roland Chan, CEO of FindBob, canvases opinion from Advocis, HUB and IFBC on whether enough is being done for ‘orphaned’ clients

Advocis announces new chair of the board

New chair is a consultant with Beyond Wealth Management

What investment associations are worth joining?

The following associations offer numerous benefits to their members

Why it's time to get certified

Every existing financial certification has a purpose

'Provinces must follow Ontario’s lead on title protection'

CEO of Advocis believes families continue to be put at risk by lack of regulation when it comes to credentials