Industry

Decorative pattern

Advocis conference update: Expert offers tips to send CI sales through roof

Advocis conference update: Membership drive main focus for new chair (June 1, 2004) Donna Thorne is a big believer in the difference a solid critical illness insurance (CI) policy can make in a person’s life. “When your clients or your friends or family members become diagnosed with a very serious, life-threatening illness such as a […]

By John Craig |June 1, 2004

4 min read

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IFB holds the line on E&O rates

(June 1, 2004) Independent Financial Brokers of Canada (IFB) says premiums for its errors and omissions insurance (E&O) program will not increase in the coming year. IFB has also been successful in substantially reducing premiums for licensed mutual fund assistants. Rates for the mandatory coverage have been rising steadily, IFB says. “That IFB has been […]

By Doug Watt |June 1, 2004

2 min read

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Briefly:

(June 4, 2004) While StatsCan is reporting strong overall employment growth in May, the financial services industry is shedding middle-management positions. A global study by human resources firm DBM found that restructuring and uncertainty has steered job-seekers away from finance, even though they were most familiar with the field. “Change and the threat of change […]

By Staff |May 31, 2004

7 min read

Decorative pattern

Advocis conference update: Executive orders

Advocis conference update: Membership drive main focus for new chair (May 31, 2004) Executives can be the toughest type of client to crack since they are often married to their jobs, whether at home, the office or traveling on business. But a few methodical ways will get their attention, according to Warren Baldwin, regional vice-president […]

By Deanne N. Gage |May 31, 2004

2 min read

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Advocis conference update: Membership drive main focus for new chair

(May 31, 2004) Freshly minted Advocis chair Randy Reynolds wasted no time in identifying his biggest challenge for the next year following the association’s annual general meeting in Calgary late Friday. “Right now, we represent the only voice for independent-minded financial advisors in Canada, yet we only have 16,000 members, and 16,000 members drive a […]

By John Craig |May 31, 2004

3 min read

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Divorce specialist designation picks up steam

(May 28, 2004) The Academy of Divorce Planning Specialists is gearing up for its first course in Toronto next month. A growing number of financial planners are training for the rebranded financial divorce specialist (FDS) designation, the academy’s founder says. “In your practice you’re probably going to come across people within your client-base that are […]

By Steven Lamb |May 28, 2004

2 min read

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Advocis conference update: Overcoming insurance

(May 28, 2004) Maybe it’s the story of the man who blew himself off his own toilet when he dropped a lit cigarette into its turpentine-saturated waters or perhaps it’s the tale of the couple whose car went missing and was returned a day later along with an appreciative note and some free concert tickets […]

By John Craig |May 28, 2004

4 min read

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Canadian firms naive about cost of crime

(May 27, 2004) Canadian companies need to take a tougher stance against economic crime, such as fraud and insider trading experts say. At the same time, the RCMP’s newly-created market-enforcement team is promising some high profile investigations in the coming months. According to a worldwide survey by PricewaterhouseCoopers last year, 50% of Canadian companies have […]

By Steven Lamb |May 27, 2004

3 min read

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Advocis conference update: Opportunity, professionalism buzzwords at opening session

(May 27, 2004) The Advocis 2004 national conference officially kicked off in Calgary today, with one industry insider stressing the importance of striving for professionalism and highlighting opportunities that the informed advisor can capitalize on. “There’s a lot of uncertainty out there and there’s a lot of change in product and distribution, mergers and acquisitions […]

By John Craig |May 27, 2004

3 min read

Decorative pattern

Advocis conference update: Advocis announces in-house E&O program

(May 27, 2004) Advocis members should see a much improved errors and omissions insurance (E&O) plan by April 1, the next renewal period, thanks to the launch of a new independent association that will oversee E&O development, association officials say. “A strong marketplace demand has driven Advocis to work on this innovative errors and omissions […]

By Deanne N. Gage |May 27, 2004

2 min read

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