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Technology: Imperative for financial planners to become “agents of change”

Financial planners can either be a driver or a passenger on the road to future development of the tech industry, a confe…

INVESTMENT | November 28 2022 10:48AM
Differentiate yourself to build your business and thrive

Differentiating yourself should be your No. 1 business goal, said many advisors speaking at the virtual Canada Sales Con…

ENTREPRENEURSHIP | October 28 2021 10:07AM
FP Canada names new chair

Martin Dupras named as new board chair at FP Canada.

INVESTMENT | June 25 2021 01:02PM
MGAs gearing up for seg fund disclosure

The release of disclosure recommendations for segregated funds will see life insurance advisors going through much the s…

HEALTH | March 05 2018 07:00AM
Disability complicates financial planning process

Financial advisors with clients who have disabled family members must learn to navigate the complexities of government b…

HEALTH | February 18 2015 09:00AM