Industry News

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Industry

MDRT annual meeting update: Best practices attract the masses

Roadblocks to family wealth planning and their solutions What’s on the mind of one of Canada’s most experienced insurance advisors? (June 27, 2003) Arguably one of the most popular breakout seminars at the Million Dollar Round Table annual meeting belonged to Toronto-based industry consultant Norm Trainor, whose “eight best practices” session attracted 1,600 delegates, 100 […]

By Sheila Avari |June 27, 2003

4 min read

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Industry

IDA conference update: Painless prospecting — Marketing through

National securities regulator would save $40 million a year, study says Offshore account ownership must be disclosed, IDA says Retail dealers surviving as profits collapse Market cons facing longer jail sentences, expert says (June 26, 2003) Forget about seminars, direct mail, cold-calling and other “spray and pray” advisor marketing techniques, says consultant Duncan MacPherson. Current […]

By Doug Watt |June 26, 2003

3 min read

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Industry

MDRT annual meeting update: And the survey says… income affects attitude

Roadblocks to family wealth planning and their solutions What’s on the mind of one of Canada’s most experienced insurance advisors? (June 26, 2003) How much an advisor takes home in pay directly impacts his or her perception of the financial advice industry, according to a recent survey commissioned by industry leader John J. Bowen Jr.’s […]

By Sheila Avari |June 26, 2003

3 min read

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Industry

IDA conference update: Berkshire exec says compliance costs will fell advisors, dealers

Offshore account ownership must be disclosed, IDA says Retail dealers surviving as profits collapse Market cons facing longer jail sentences, expert says (June 26, 2003) Compliance costs for mutual fund dealers and their advisors are “going through the roof,” according to Berkshire’s chief operating officer Frank Laferriere, who also serves as the company’s chief financial […]

By Darin Diehl |June 26, 2003

2 min read