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...
For years, many Financial Advisory relationships have revolved around investment performance. But in today’s environment, especially with increasing fee transparency through Total Cost Reporting, clients are evaluating Advisors differently. They’re asking: What value...
For many Canadian Financial Advisors, the upcoming shift to CRM3—also known as Total Cost Reporting (TCR)—initially feels like a compliance burden. More disclosure. More scrutiny. More client questions. But that framing misses the bigger picture. CRM3 is not just a...
Term life insurance Canada questions come up all the time. Even so, many recommendations still lean on outdated rules of thumb and quick “napkin math” that do not reflect a client’s actual liabilities, timelines, and offsets. That is when coverage...
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