To protect clients, Advocis supports a new professional accreditation for financial advisors. Failure to do so will leave regulatory gaps.
The CEA program has been accredited for up to 30 hours of CE credits with various reputable organizations
A response to a recent Inside Track column from Keith Costello
Advocis responds to CCPA report on mutual fund fees
Advisors in smaller firms are frequently the main source of financial advice to Canadian households with $100,000 or less in financial assets
The Advocis proposal will cause unnecessary duplication and cost for the oversight of financial advisors, and it misses the mark for regulating financial planners
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.
Ban on embedded commissions will hurt middle-class Canadians, association says
New site will help investors find an advisor in their area
Choice and access to financial products, services and advice will diminish if compliance costs are not reined in, says Advocis CEO