Industry News

Corporate ethics focus provides new opportunity for social investing, says Ethical Funds exec

Related News Stories Ethical Funds reaches out to advisor channel Values added: An advisor’s guide to socially responsible investing Ethical wealth: Clients who wish to incorporate their values into their investment plan may be looking for SRI Fresh air: Why you should determine if your clients are interested in SRI Traditionally, advisors have been reluctant […]

By Doug Watt |October 7, 2002

3 min read

CAIFA conference update: Find the right frequency, marketing expert says

Jennifer McLaughlin (October 3, 2002) Advisors need to focus on the right clients with the right frequency, says Bill Gibson of Knowledge Brokers International in Vancouver. “In personal selling and personal marketing, it’s better to reach 50 of the right present and potential clients 20 times with the right methods and contact tools rather than […]

By Jennifer McLaughlin |October 4, 2002

3 min read

Portrait of a Canadian advisor: First Annual Dollars & Sense Survey

(October 1, 2002) It’s a job of finding, minding and grinding. This seems to be the job description of Canadian financial advisors that emerges from a new national survey. The first Annual Dollars & Sense Survey was commissioned by Advisor.ca, Advisor’s Edge and Objectif Conseiller magazines, members of The ADVISOR Group of Rogers Media. The […]

By Jim MacDonald |October 1, 2002

2 min read

CAIFA conference update: Romanow healthcare report called

CAIFA dismisses CIFP legal action over use of educational material CAIFA conference update: What is your capacity for service? Plan for “slow motion crisis” of an aging Canada, pension industry told Copayments Through Tax System Could Improve Health System, Reduce Tax Burden Medical Savings Accounts Bring Choice, Planning To Healthcare: Report Lewis predicts Romanow’s report […]

By Doug Watt |October 1, 2002

3 min read