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 times of disruption, it’s not the answers that matter most—it’s the questions. With over 70% of employees experiencing disruptive change in their workplaces, many leaders rush to find quick fixes. But… Read More
In today’s competitive financial services landscape, technical knowledge is expected—it gets your foot in the door. But the professionals who consistently outperform others do more than apply formulas and follow… 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
Consumer preferences are changing. Gone are the days when an advisor could impress a customer with investment information. With the internet, information is readily available at a click. Today, consumers… Read More
The financial services industry, and more specifically the channels of distribution for insurance, strives to achieve a level of professionalism daily to earn public trust. We define Public trust as… Read More
