The Money Finder Blog

Penalties for Failure to Comply with CRM2 Requirements

June 28th, 2016 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...


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January

2018

Tech is here to stay and Sun Life believe they’re leading the revolution

January 18th, 2018 | Tyler Sellars

In business, constant evolution is a necessity. A failure to move with the times isn’t an accusation that can easily be levelled at Sun Life Financial, however. The life insurance sector isn’t be ...

January

2018

Breaking Industry News: Knowledge First unveils plans to create largest RESP provider

January 4th, 2018 | Tyler Sellars

Knowledge First Financial has entered into a binding agreement to acquire private firm Heritage Education Funds. Through the acquisition, the companies are set to create Canada’s largest RESP provid ...

December

2017

5 Common KYC Mistakes Advisors Make

December 6th, 2017 | Tyler Sellars

In this regulated world of Financial Services everyone who’s ever sold an investment or managed a portfolio, knows you have to Know Your Client. But how often do you? How can you prove it? Here are ...

November

2017

5 Reasons Why Budgeting Apps Don’t Work!

November 7th, 2017 | Tyler Sellars

Can we all agree that one of the secrets to achieving financial independence is figuring out a way to spend less than what you make? OK, good. Then why aren’t more of us better at it? Credit card de ...

November

2017

Ontario high school kids will now be taught money skills

November 2nd, 2017 | Tyler Sellars

Original posting by The Toronto Star: http://bit.ly/2nH8AaV   Teaching money skills expected to become part of mandatory careers course by fall of 2018. Ontario is rolling out pilot ...

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