Time IS money, says leading industry association
Advisors are falling short when it comes to time management, losing out on key book-building and revenue-generating opportunities.
Falling loonie isn't fazing independent advisors: Survey
Small businesses - particularly those in the finance sector - are feeling unscathed by the fluctuating loonie, according to a new national survey.
Oil-spill responder charged with insider trading
BP crisis manager has agreed to pay more than US$200,000 for alleged insider trading after receiving confidential information about the damage incurred by the 2010 Deepwater Horizon oil spill in the Gulf of Mexico.
Out with redundancy; in with literacy
As Canadians overspend and under-save, Canada's first Leader of Financial Literacy has her work cut out for her spreading the 'how-tos' of financial planning across the country. Will she be able to get the job done? One advisor shares his point of view.
Merge with an accountant; grow your book
Financial planners who merge their practices with accountants are ahead of the game, says one industry professional. It's a growing trend and ideal opportunity to grow your business the collaborative way.
Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across the country.
Arrest made in CRA 'Heartbleed' case: Police
A man has been charged in connection with the theft of 900 social insurance numbers from the CRA website, the RCMP reported Wednesday.
Top independent firm refuses to pay back investors
One of Canada's leading dealers has disregarded the Ombudsman for Banking Services and Investments' recommendations to compensate investors, the agency reported Wednesday.
Get on board with bitcoin, advises legal expert
Advisors need to unravel how this digital currency is going to revolutionize how they do business now, or risk being left in the dust, warns one bitcoin specialist.
Put the spring back into a financial plan
With tax season upon us, now is the ideal time for advisors to meet with their clients to clean up and dust off those financial plans, suggests one advisor.