Home Conferences

Keyword: Conferences

101 results found
man opening curtain to reveal something

The regulator has unveiled the preliminary agenda for its annual conference

Fintech Investment abstract concept with business people on stock market background

Janet Yellen will kick off Canada FinTech Forum at the end of the month

Frontenac Castle and Dufferin Terrace - Quebec City

Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November

people at annual general meeting

The second-annual ASC Connect conference will take place Oct. 9

huge family portrait with parents and six kids

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

handshaking and exchanging contract documents

The price a buyer is willing to pay for a book of business drops if the selling advisor is not willing to spend the necessary time to transfer the book accordingly

Senior man in driver's seat of car

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

enior couple meeting advisor

Although digital advice will play a greater role, financial planners will need to promote the value of professional, holistic advice

FSCO reports decrease in insurance advisors’ compliance rates

The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth compliance review

Empire Life expands digital applications to seg funds

Banning commissions could reduce access to financial advice while proposed tax changes could have a severe impact on business owners, Joe Oliver argues