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
Deal brings Conquest software to CapIntel platform
A total of 406 people wrote the exam
The FP Canada Standards Council released its annual enforcement activity