Industry News

Decorative pattern

Advocis conference update: Understanding generation profiles essential to team-building

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Expert offers tips to send CI sales through roof (June 2, 2004) Having difficulty recruiting new assistants and other support staff to your team? The reason may lie with how well you relate to your current employees, says Dr. Linda Duxbury, professor […]

By Deanne N. Gage |June 2, 2004

2 min read

Decorative pattern

Better communication habits can limit E&O exposure

(June 2, 2004) When Independent Financial Brokers of Canada (IFB) announced its errors and omissions insurance (E&O) rates would not rise for 2004, members likely breathed a collective sigh of relief. In recent years, premiums have been under upward pressure due to the shrinking number of companies offering professional liability insurance and higher costs of […]

By Steven Lamb |June 2, 2004

4 min read

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

Decorative pattern

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

Decorative pattern

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

Decorative pattern

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

Decorative pattern

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

Decorative pattern

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

Decorative pattern

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

← Previous 1 … 2,103 2,104 2,105 2,106 2,107 … 2,188 Next →