Wanted: One outstanding professional and industry leader

outstanding service in protecting the interests of the investor efforts to raise the professional standards for those giving financial advice demonstrated leadership and innovation in the field of financial advice For a better idea of what the Career Achievement Award is all about, consider the careers of the first two recipients: In 2001, Advisor’s Edge […]

By Steven Lamb | June 24, 2003 | Last updated on June 24, 2003
2 min read
  • outstanding service in protecting the interests of the investor
  • efforts to raise the professional standards for those giving financial advice
  • demonstrated leadership and innovation in the field of financial advice

For a better idea of what the Career Achievement Award is all about, consider the careers of the first two recipients:

In 2001, Advisor’s Edge recognized Jim Rogers, the Vancouver-based founder of The Rogers Group Financial Advisors. In 2002, Robert Bell, the Toronto-based creator of BellCharts and senior vice-president of Morningstar Canada was called to the podium.

R elated Stories
  • Robert Bell named 2002 Career Achievement Award winner
  • Feature Interview With Jim Rogers, Recipient Of Advisor’s Edge Career Achievement Award

    • Along with running his own successful firm, Rogers was the chair of CAIFA prior to the creation of Advocis and used the award ceremony as an opportunity to call for the end of the “alphabet soup” of designations.

    “If we were focused on what’s in the best public interest instead of what may be — at least in the short to intermediate term — in our own organization’s self-interest, a less cluttered designation landscape would surely emerge and the public would be less confused,” he told the audience.

    Bell left a comfortable corner office at Dean Witter Reynolds in 1990 to start a consulting agency and thought comparative analysis of mutual funds would make a nice sideline. BellCharts was born and quickly became the “must have” resource for advisors trying to explain fund performance to their clients.

    “For the first time, advisors were able to explain asset allocation to their clients and how it could affect the returns and the overall performance,” Bell told Advisor.ca after picking up his award. “It really opened up discussion of investing in general.”

    Nominations for this year’s Career Achievement Award must be submitted in writing before August 15, 2003. Nominations will be accepted from members of the industry and must clearly state the relationship between the nominator and the nominee. No anonymous nominations will be accepted.

    The nomination letter should explain how the candidate’s career measures up against each of the above criterion.

    Entries will be considered by a judging committee drawn from the editorial staff of Advisor.ca, Advisor’s Edge, and Objectif Conseiller, all properties of Rogers Media’s ADVISOR Group. The winner will be announced on September 2, 2003 and honoured at a ceremony at Advisor Forum.

    • • •

    For more details about how to nominate someone for the Career Achievement Award, please click here.

    • • •

    Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca

    (07/02/03)

    Steven Lamb

    • outstanding service in protecting the interests of the investor
    • efforts to raise the professional standards for those giving financial advice
    • demonstrated leadership and innovation in the field of financial advice

    For a better idea of what the Career Achievement Award is all about, consider the careers of the first two recipients:

    In 2001, Advisor’s Edge recognized Jim Rogers, the Vancouver-based founder of The Rogers Group Financial Advisors. In 2002, Robert Bell, the Toronto-based creator of BellCharts and senior vice-president of Morningstar Canada was called to the podium.

    R elated Stories
  • Robert Bell named 2002 Career Achievement Award winner
  • Feature Interview With Jim Rogers, Recipient Of Advisor’s Edge Career Achievement Award

    • Along with running his own successful firm, Rogers was the chair of CAIFA prior to the creation of Advocis and used the award ceremony as an opportunity to call for the end of the “alphabet soup” of designations.

    “If we were focused on what’s in the best public interest instead of what may be — at least in the short to intermediate term — in our own organization’s self-interest, a less cluttered designation landscape would surely emerge and the public would be less confused,” he told the audience.

    Bell left a comfortable corner office at Dean Witter Reynolds in 1990 to start a consulting agency and thought comparative analysis of mutual funds would make a nice sideline. BellCharts was born and quickly became the “must have” resource for advisors trying to explain fund performance to their clients.

    “For the first time, advisors were able to explain asset allocation to their clients and how it could affect the returns and the overall performance,” Bell told Advisor.ca after picking up his award. “It really opened up discussion of investing in general.”

    Nominations for this year’s Career Achievement Award must be submitted in writing before August 15, 2003. Nominations will be accepted from members of the industry and must clearly state the relationship between the nominator and the nominee. No anonymous nominations will be accepted.

    The nomination letter should explain how the candidate’s career measures up against each of the above criterion.

    Entries will be considered by a judging committee drawn from the editorial staff of Advisor.ca, Advisor’s Edge, and Objectif Conseiller, all properties of Rogers Media’s ADVISOR Group. The winner will be announced on September 2, 2003 and honoured at a ceremony at Advisor Forum.

    • • •

    For more details about how to nominate someone for the Career Achievement Award, please click here.

    • • •

    Filed by Steven Lamb, Advisor.ca, slamb@advisor.ca

    (07/02/03)