Planning and Advice

Sell mutual funds? CSA may not grant AR registration

The CSA has issued a staff notice detailing why it accepts or rejects applications to become Advising Representatives (ARs) or Associate Advising Representatives (AARs).

By Melissa Shin |January 17, 2013

2 min read

Technology is your friend — use it

Are you using all the technological tools available to enhance your business? Many advisors are not, and their businesses are operating at a less-than-optimal level because of it.

By Staff |January 17, 2013

2 min read

Let advisors speak their minds

"We should trust people to speak their minds"

By Staff |January 16, 2013

3 min read

Let advisors speak their minds

Advisors using Twitter and other social media platforms should be allowed to speak their minds, says Earl Evans, head of Macquarie Private Wealth.

By Melissa Shin |January 16, 2013

3 min read