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Blog ·

June 7, 2022·

The Big Q: How Advisors Can Harness Technology to Exceed Customer Expectations

Deanne Gage, May 30, 2022 When advisors require a technology solution for their practices, their inquiries often start in one of two ways: asking…

Blog ·

May 12, 2022·

Tech Tools for Advisors to Elevate Their Practice in the Digital Age

Written By: AdvisorFlow & Advocis As a financial advisor, having a suite of tech tools handy can streamline your business and help you better…

Blog ·

April 25, 2022·

National Volunteer Week 2022 – A message from Greg Pollock

Greg Pollock, April 25, 2022 As we emerge from the pandemic, the value of volunteering has never been greater, and Advocis is proud to voice…

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April 11, 2022·

Two Credentialing Bodies Approved for Financial Planner and Financial Advisor Title Use in Ontario

The Financial Services Regulatory Authority of Ontario (FSRA) New title protection framework will make it easier for financial services professionals to communicate their value to…

Blog ·

April 5, 2022·

New rules coming for financial advisors in Ontario. This is what they’ll mean for you

Pat Foran, CTV News Toronto March 30, 2022 – Anyone in Ontario can call themselves a financial planner or financial advisor, but now under new…

Blog ·

March 30, 2022·

Ontario ramps up life insurance agent oversight amid advisor-planner title standards uncertainty

Jameson Berkow, Globe Advisor March 30, 2022 – Life insurance agents in Canada’s most populous province are facing a new oversight regime after a pair…

Blog ·

March 25, 2022·

New rules force financial planners to be qualified by 2026

Dale Jackson, BNN Bloomberg March 25, 2022 – You need a licence to drive a car or earn money as an electrician, a plumber and…

Blog ·

March 23, 2022·

Financial Planner and Financial Advisor title protection moving forward in Ontario, Minister of Finance approves Rule

Advocis has applied to be a FSRA-approved credentialing body to grant and oversee Financial Planner and Financial Advisor title use TORONTO, ON – March 23,…