CRA 改变立场:互惠基金 trailing commissions 将纳入 GST/HST 征税 | AiF Advisor Post published:01/30/2026 Continue ReadingCRA 改变立场:互惠基金 trailing commissions 将纳入 GST/HST 征税 | AiF Advisor
Sun Life 下调首年佣金并提高续期佣金,终身寿险补偿结构走向水平化 | AiF Advisor Post published:01/30/2026 Continue ReadingSun Life 下调首年佣金并提高续期佣金,终身寿险补偿结构走向水平化 | AiF Advisor
AI 冒充诈骗升级:2025 年金融顾问与客户面临的新型合规与声誉风险 | AiF Advisor Post published:01/19/2026 Continue ReadingAI 冒充诈骗升级:2025 年金融顾问与客户面临的新型合规与声誉风险 | AiF Advisor
CSA 考虑禁止顾问佣金追缴机制:被指制造利益冲突、损害行业信任 | AiF Advisor Post published:01/15/2026 Continue ReadingCSA 考虑禁止顾问佣金追缴机制:被指制造利益冲突、损害行业信任 | AiF Advisor
安省启动外省保险顾问新发牌流程|跨省执业更快上岗 | AiF Advisor Post published:01/07/2026 Continue Reading安省启动外省保险顾问新发牌流程|跨省执业更快上岗 | AiF Advisor
新不伦瑞克省正式实施金融顾问职称监管|2026 年起资质要求生效 | AiF Advisor Post published:01/07/2026 Continue Reading新不伦瑞克省正式实施金融顾问职称监管|2026 年起资质要求生效 | AiF Advisor
安省法院裁定:投资顾问笔记不具法律证据效力,40万遗产转账无效 | AiF Advisor Post published:01/07/2026 Continue Reading安省法院裁定:投资顾问笔记不具法律证据效力,40万遗产转账无效 | AiF Advisor
顾问们,别再给Z世代推销寿险啦!| AiF Advisor Post published:12/10/2025 Continue Reading顾问们,别再给Z世代推销寿险啦!| AiF Advisor
顾问:5步法在不确定时期为客户排忧,同时保护执业牌照 | AiF Advisor Post published:12/09/2025 Continue Reading顾问:5步法在不确定时期为客户排忧,同时保护执业牌照 | AiF Advisor
顾问增长秘籍:7个策略助您在千禧一代和Z世代中拓展业务 | AiF Advisor Post published:12/09/2025 Continue Reading顾问增长秘籍:7个策略助您在千禧一代和Z世代中拓展业务 | AiF Advisor