Industry News

CI debate catches fire in Talvest Town Hall

(May 16, 2003) A lively and informative debate on the merits of critical illness insurance dominated Advisor.ca’s Talvest Town Hall this week. The discussion began after a participant in the online forum pointed to a newspaper article describing CI as a “waste of money.” That prompted Brad Brain to explain why he likes CI, going […]

By Doug Watt |May 16, 2003

2 min read

Industry

Top performers handling more clients, Standard Life survey suggests

Segment client database Conduct client satisfaction surveys Use a contact management system Have a formalized business plan Source: Standard Life Mutual Funds Ltd., 2003 The survey also found a relationship between “best practices” and the amount of time advisors spent in revenue-generating activities. As the number of best practices increased, so did the amount of […]

By Donna Green |May 16, 2003

3 min read

Industry

Former IG exec to lead Richardson’s brokerage start-up

(May 15, 2003) Winnipeg’s Richardson family is preparing to re-enter the financial services business after leaving the industry nearly seven years ago. Sandy Riley, the former CEO of Investors Group, confirmed this week he is completing due diligence on a private equity division and a wealth management arm that he hopes to get off the […]

By Geoff Kirbyson |May 15, 2003

3 min read

Industry

Mutual fund sales take April hit as investors ditch money market funds

Road to recovery?: Mutual fund performance turns positive Seeing red: March fund sales drop again after brief recovery in February Mutual funds falling out of favour, survey suggests Combatting uncertainty: Five essential tools to ease client anxiety now Bear necessities: Preserving your clients’ wealth in down markets So where is the money going? CIBC World […]

By Doug Watt |May 15, 2003

2 min read