Industry News

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

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session 3. Make it real simple. Thorne says that some advisors cut right to the chase and […]

By John Craig |June 1, 2004

4 min read

Industry

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

Industry

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

Industry

Advocis conference update: Executive orders

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session The executive’s assistant reads all his mail, but since the letter was about an estate plan […]

By Deanne N. Gage |May 31, 2004

2 min read