Industry

CIFPs conference update: What is a financial planner?

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Whatever the definition, Bowman pointed out the need for superior advice. “Consumers know that there are more products, more complex […]

By Jennifer McLaughlin |June 6, 2003

4 min read

Industry

CIFPs conference update: Planner’s

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Geller advised not only documenting what you say to clients, but also to use regular stock phrases in your notes. […]

By Jennifer McLaughlin |June 5, 2003

4 min read

Industry

IDA boss defends new analyst rules

(June 5, 2003) IDA president Joe Oliver faced some tough questions yesterday as he presented the latest version of his association’s proposed policy on research analyst standards at a luncheon held by the Toronto Society of Financial Analysts. Policy 11 has been revised in response to 18 recommendations from the Securities Industry Committee on Analyst […]

By Caroline Cakebread |June 5, 2003

3 min read

Industry

CIFPs wrap-up: Complete coverage from new association’s inaugural conference

(June 2003) The Canadian Institute of Financial Planners (CIFPs) held its inaugural conference in Huntsville, Ontario, in June, with a strong thematic emphasis on family and community emerging from the two-day event. Taking in education sessions ranging from an update on the state of the CFP designation globally to a roundtable discussion on the definition […]

By Jennifer McLaughlin |June 5, 2003

2 min read