Advocis rolls out slate of Financial Literacy Month initiatives

The association is focusing on youth with the release of a financial literacy quiz kids can complete in the Roblox platf…

SOCIETY | October 29 2021 10:32AM
Clients should consult advisors before spending big

Canadian financial advisors need to have a serious talk with clients who are pondering big-ticket purchases in the post-…

INVESTMENT | July 14 2021 01:30PM
Advocis appoints new Chair

Robert Eby of Winnipeg will lead the organization’s Board.

INVESTMENT | June 28 2021 04:42PM
One-fifth of Canadians interested in using saved-up money for home renovations

Keep fundamentals in mind when purchasing big-ticket items, advises Advocis.

SOCIETY | June 25 2021 08:53AM
Lapsed errors and omissions policy leads to fine for advisor

An insurance council has fined an advisor for letting E&O insurance lapse and for failing to inform the regulator that h…

P&C | April 28 2021 02:00PM
Empower women through financial planning

Financial advisors can help empower women through proper financial planning.

SOCIETY | March 08 2021 04:22PM
The special reports of 2020

The Insurance Portal invites you to read its special reports published during 2020.

LIFE INSURANCE | December 30 2020 09:30AM