Industry

Advocis conference update: Understanding generation profiles essential to team-building

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 Baby boomers, born between 1946 and 1964, comprise 51% of the workplace. They want to be […]

By Deanne N. Gage |June 2, 2004

2 min read

Better communication habits can limit E&O exposure

(June 2, 2004) When Independent Financial Brokers of Canada (IFB) announced its errors and omissions insurance (E&O) rates would not rise for 2004, members likely breathed a collective sigh of relief. In recent years, premiums have been under upward pressure due to the shrinking number of companies offering professional liability insurance and higher costs of […]

By Steven Lamb |June 2, 2004

4 min read

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

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