As we look ahead to the close of 2025 and the onset of 2026, financial professionals are facing a more complex operating environment than ever before. The convergence of evolving… Read More
In many financial services firms, continuing education (CE) is treated like a necessary chore—an obligation to be met with minimal effort and investment. Unfortunately, this mindset comes at a steep… Read More
In financial services, advisors don’t just deal with numbers—they deal with people’s futures. Whether it’s navigating retirement income, optimizing tax strategies, or managing investment risk, advisors translate financial complexity into… Read More
In today’s fast-moving financial world, staying the same is no longer safe, especially for financial advisors. With rising client expectations, a surge in regulatory changes, and constant product innovation, advisors are being pulled… Read More
In countless organizations, continuing education is still seen as a compliance task—something to get through, not something to leverage. But I’ve seen firsthand what happens when that mindset shifts. When companies move… Read More
Following crucial legislative and regulatory developments in the Canadian financial services space over the past several years, regulators focused in 2022 on bridging regulatory gaps, flushing out details and working… Read More
It’s no secret that Certified Financial Planners – (CFPs) and other financial services professionals must regularly complete continuing education (CE) requirements. In addition, these professionals must maintain their licensing requirements… Read More
With so many financial and insurance advisors, it is easy to become lost in the sea of names and faces. So, what sets you apart from your competition? The ability… Read More
In today’s client-centric world, financial advisors are being called on to do far more than manage portfolios. As clients navigate primary life stages—from marriage to retirement—advisors are evolving into multi-faceted professionals, taking on… Read More
In the financial services industry, time isn’t just a resource—it’s your most limited and valuable asset. While the workday remains fixed at 24 hours, the expectations on financial advisors continue to grow…. Read More
