The transaction supports Canaccord's strategy to grow wealth management
With the vast majority of advisors focused on planning, firms must continue investing in that area
World Financial Planning Day offers opportunity to consider the profession’s critical role
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
New research looks at what's preventing advisors from recommending home equity release schemes
FSRA's fee rule for credentialing bodies exempts CIRO from full costs
Certification fees accounted for 70% of income
The rule includes the regulator's fee calculations for credentialing bodies
Despite concerns about saving, only 13% of respondents recently consulted an advisor
Led by David Turnbull, new service to provide transaction-based consulting services for mid-sized companies