Permanent life insurance provides lifelong coverage with cash value growth. But moving from “what is it?” to “does it fit?” takes a clear breakdown, realistic cost anchors, and a walkthrough of what happens when clients tap cash value. This...
Recent headlines have highlighted just how important it is for professionals to verify AI-generated information. In one widely reported Canadian case, legal professionals faced scrutiny after artificial intelligence generated court citations that simply did not...
The next major evolution in Canadian investment regulation is coming—and it will change how clients see cost, value, and advice. With the transition from CRM2 to CRM3 (also known as Total Cost Reporting, or TCR), Canadian Financial Advisors, Planners, and Investment...
Did you know that there are new technology rules for Financial Planners? This blog post was originally published on October 28, 2021, and was last updated on June 17, 2026. In July 2021, the FP Canada Standards Council added two new rules to their Standards of...
Artificial intelligence seems to be everywhere right now. Every week, a new platform claims it can automate workflows, generate advice, replace manual processes, or completely transform the way Financial Advisors work. While there is certainly excitement around the...
