News and resources for Canada's top financial advisors
Technology
Automating the process of collecting and updating KYC information can provide a significant return
By James Langton |May 16, 2023
2 min read
Planning and Advice
A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"
By Mark Burgess |May 9, 2023
Economic Indicators
Crypto is too volatile to replace the basic function of money, according to a report
By James Langton |May 9, 2023
Industry
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
By Greg Meckbach |May 2, 2023
Lack of personalized advice created a void filled by negative returns, the latest survey says
By Staff |May 2, 2023
Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation
By Allan Janssen |April 26, 2023
Advisor's Edge
What's the advisor's role?
By Suzanne Yar Khan |April 5, 2023
6 min read
A retired entrepreneur talks portfolio mechanics
By Allan Janssen |March 31, 2023
3 min read
Founder moves from solving math problems to advisor problems
By Greg Meckbach |March 31, 2023
A Q&A with advisor and author Coreen Sol
By Mark Burgess |March 31, 2023
5 min read
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