Financial Literacy – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 27 Apr 2023 20:31:35 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Financial Literacy – Advisor's Edge https://phoenix.advisor.ca 32 32 AMF priorities for year ahead include crypto, total cost reporting https://phoenix.advisor.ca/news/industry-news/amf-priorities-for-year-ahead-include-crypto-total-cost-reporting/ Thu, 27 Apr 2023 20:31:35 +0000 https://www.advisor.ca/?p=224879 The Quebec regulator also plans to improve complaint handling and financial literacy

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]]> Financial services industry lacks tools, training to serve low-income individuals https://phoenix.advisor.ca/news/industry-news/financial-services-industry-lacks-tools-training-to-serve-low-income-individuals/ Tue, 11 Apr 2023 18:53:09 +0000 https://www.advisor.ca/?p=224097 A report found that most financial services are not designed for people with low incomes

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]]> Can advisors be finfluencers too? https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/can-advisors-be-finfluencers-too/ Fri, 31 Mar 2023 14:00:19 +0000 https://www.advisor.ca/?p=222994 Finding opportunities on social media

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]]> As markets roil, advisors toil: how you handled the SVB fallout https://phoenix.advisor.ca/my-practice/conversations/as-markets-roil-advisors-toil-how-you-handled-the-svb-fallout/ Fri, 17 Mar 2023 20:16:28 +0000 https://www.advisor.ca/?p=223081 Amid fraught headlines, here's how financial advisors served clients this week

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]]> DIY investors the most financially literate, finds OSC study https://phoenix.advisor.ca/news/industry-news/diy-investors-the-most-financially-literate-finds-osc-study/ Wed, 07 Sep 2022 17:17:29 +0000 https://www.advisor.ca/?p=213475 Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

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]]> Total cost reporting is coming https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/total-cost-reporting-is-coming/ Mon, 14 Mar 2022 14:00:43 +0000 https://www.advisor.ca/?p=206455 Five years into CRM2, the cracks are showing

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]]> How advisors can help build clients’ confidence https://phoenix.advisor.ca/my-practice/how-advisors-can-help-build-clients-confidence/ Wed, 24 Nov 2021 21:30:55 +0000 https://www.advisor.ca/?p=203173 Investors may require more holistic and thoughtful advice than ever before

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]]> OSC provides funds to Prosper Canada https://phoenix.advisor.ca/news/industry-news/osc-provides-funds-to-prosper-canada/ Wed, 24 Nov 2021 21:18:47 +0000 https://www.advisor.ca/?p=203212 The national charity will receive a total of $2.7 million over three years

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]]> Gen Z focused on saving, budgeting in face of pandemic setbacks: survey https://phoenix.advisor.ca/my-practice/conversations/gen-z-focused-on-saving-budgeting-in-face-of-pandemic-setbacks-survey/ Tue, 09 Nov 2021 18:54:16 +0000 https://www.advisor.ca/?p=202619 Despite concerns around debt and budgeting, most are feeling optimistic about their financial futures

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]]> Tackling the she-cession with financial literacy https://phoenix.advisor.ca/news/industry-news/tackling-the-she-cession-with-financial-literacy/ Mon, 08 Nov 2021 18:26:42 +0000 https://www.advisor.ca/?p=202568 New Brunswick regulator aims to address the particular financial challenges faced by women

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