Home Michelle Schriver

Longtime president and CEO alleges he was let go without notice

  • February 9, 2024 February 9, 2024
  • 15:23

Improved proficiency for financial advisors still on the table amid persistent demand

  • January 23, 2024 January 23, 2024
  • 15:56

New practice aims to differentiate with therapeutic approach to planning

  • January 18, 2024 January 18, 2024
  • 08:47

The Ontario regulator discussed proposed licensing suitability guidance during a webinar on Wednesday

  • January 17, 2024 January 17, 2024
  • 15:27

Licensee was contracted with one of three MGAs reviewed for tiered recruitment model

  • January 11, 2024 January 11, 2024
  • 16:54

George Brown College offers practical program in collaboration with industry firms

  • December 14, 2023 December 14, 2023
  • 14:12

Firm says $40-million investment from Cynosure will help attract top advisors

  • December 7, 2023 December 7, 2023
  • 17:22

Respondents to FSRA survey had mixed views on how they preferred to pay financial advisors

  • October 13, 2023 October 13, 2023
  • 13:34

IFIC's annual investor poll found fewer investors are relying on advisors for fund purchases

  • October 5, 2023 October 10, 2023
  • 15:37

The clampdown includes the sale of unsuitable universal life policies

  • October 3, 2023 October 4, 2023
  • 15:52