Enhancing the professionalism of financial advisors in the best interests of the consumer


FORUM Magazine – February 2018


The Rise of Fintech
Robo-advisors, bitcoin, and blockchain are now household words for some clients. What does this mean for professional advice? Evan Thompson

Inflection Point
Stay ahead of the Professionalism curve. By Advocis Symposium speakers.


Tax Upfront
Guiding your corporate income splitting decisions.
by Doug Carroll

Estate Dilemmas
Don't overlook how changes to a client's situation affect estate planning.
By Kevin Wark

Prospecting Pursuits
Reap the benefits of helping your community.
By Bryce Sanders

Technology & Social Media
Optimizing your content for small screens.


Next issue: Managing rising costs in practice.

FORUM magazine Sept 2018

Editor's Journal
2018 will be the year of advice.

CCIR's plans for segregated funds; first steps when suspecting elder abuse; underwriting people with kidney conditions.

Advocis News
Association updates and events.

The Final Word
The value of Advocis moving forward with higher standards.
By Jim Virtue

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