Greg Pollock, president and CEO of Advocis, explains the role that ongoing learning has in ensuring that advisors are on top of the latest industry issues. He highlights key advisor issues for 2014 and discusses designations that his organization offers. Pollock spoke to Tessie Sanci, reporter, Investment Executive, at the TMX Broadcast Centre in Toronto.
Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors
Research found that advisors are far more likely to choose proprietary investment funds for their clients
Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.
Feds fall short of promoting sustained growth: IIAC
The firm failed to implement any policies or procedures designed to ensure founder Sam Bouji did not act as an officer of the firm
Besides having potentially hefty fines, the GDPR’s scope is also sweeping
Bitcoin fast becoming the preferred payment mechanism in CRA scams
Regulators will propose eliminating redundant disclosure and making greater use of online technology to communicate with investors