Michelle Schriver

Advocis, the national association for financial advisors, reported a surplus for the second consecutive year after operating at deficits in 2022 and 2023. Once again, the association achieved the positive result through cost-cutting, as revenue lagged in 2025. Also weighing on results was a more than $250,000 loss for subsidiary Advocis Broker Services Inc. (ABS), motivating CEO Kelly Gorman to overhaul the in-house brokerage’s oversight and operations.

Title protection could soon take a turn that promotes wider adoption, as a province that floated greater proficiency for the financial advisor (FA) title finalizes its rules. In an emailed statement, the Financial and Consumer Affairs Authority (FCAA) of Saskatchewan said it is in the “last stages” of developing its title protection rules.