Industry News

FPA Success Forum update: Practitioners shown how to pump up marketing muscle

speak at association meetings; write articles for the publications your target group reads; and/or sponsor and/or exhibit at your target group’s events. Swift even offered up an event suggestion to increase community visibility — a financial literacy class for young adults from your local high school. “Our youth really need it, you’d be doing a […]

By John Craig |November 4, 2003

3 min read

Industry

Passport system being fast-tracked by regulators and politicians: CSA chair

(November 4, 2003) Canada’s securities regulators are working with provincial finance ministers in an attempt to quickly set up a system that would permit passport-style registration for financial advisors and firms, says Stephen Sibold, chair of the Canadian Securities Administrators (CSA). Registration has been a thorn in the side for many advisors who complain that […]

By Doug Watt |November 4, 2003

3 min read

Industry

Ottawa proposes tighter deductibility rules for investors, business owners

(November 3, 2003) The federal finance department has introduced some controversial changes to income tax laws that, if approved, could have dramatic implications for investors and small business owners. Ottawa wants to update the rules on deductibility of losses based on the concept of reasonable expectation of profit, says Jamie Golombek, a tax specialist with […]

By Doug Watt |November 3, 2003

3 min read

Industry

FPA Success Forum update: Speaker draws keys for client love from coffee crystals

Speed: Beckwith implored advisors to look at every way clients and prospects are served and question how you can cut that time in half. Communication and clarity: He encouraged advisors to do something this year that will improve oral or written communication skills. Say “thank you”: He suggested advisors should always carry blank cards and […]

By John Craig |November 3, 2003

3 min read