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Giving advice with a pulse
One advisor explains how moving from the fast track to the front lines helped him fulfill the best role
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Advocating for advisors
Advocis government relations chair Kris Birchard outlines how professionalism can be enhanced across the industry
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Putting a plan into action
Mark Machin, CEO of the Canada Pension Plan Investment Board, reveals how Canada’s largest pension fund limits risk and enhances returns
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How to help Canadians toward their retirement dreams
One advisor outlines the issues pre-retirees and retirees face, and how financial advisors can step up
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Wealth Professional 6.02
Hall of Fame: These luminaries have been in wealth management since the beginning, but they’re still as passionate as ever about the profession
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Why the ban on embedded commissions won’t create an advice gap
“If we got rid of (say) the bottom 20% of the advisor population, consumers would be conspicuously better off,” says a Canadian PM
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Building stability in a changing business
Laura Thompson shares her take on the industry's most pressing compliance, succession, and market issues
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Advisors: fight the ban
Advisors can help keep financial advice accessible to all Canadians, writes Advocis president Greg Pollock, by opposing the proposal banning embedded commissions
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Regulators, industry players to debate on key issues
Executives, regulators and advisors will come together for an industry symposium on November 14 in Toronto
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Taxing insurance is a big no-no for Canadians: survey
Advocis CEO and president Greg Pollock thinks the move puts the financial future of Canadian families at risk