Industry

IDA wrap-up: Full coverage from 87th annual meeting and conference (with special bonus tool)

(July 2003) The IDA’s 87th annual meeting and conference was held in St. Andrew’s by-the-Sea, New Brunswick, during the last week of June. And just in case you missed it the first time around, here is our complete coverage, bundled into one handy package that includes a special template letter you can use today when […]

By Staff |June 23, 2003

2 min read

Briefly:

(June 27, 2003) The “made-in-Canada” response to Sarbanes-Oxley looks an awful lot like… well, Sarbanes-Oxley. The Alberta Securities Commission released the new corporate governance rules today for public comment. Most familiar among the new regulations is the call for CEOs and CFOs to certify their company’s annual and quarterly filings and that “reporting issuers to […]

By Staff |June 23, 2003

6 min read

IDA conference update: Market cons facing longer jail sentences, expert says

National securities regulator would save $40 million a year, study says Bases loaded for securities reform, Oliver says Painless prospecting — Marketing through “advocacy” client Berkshire exec says compliance costs will fell advisors, dealers BONUS TOOL: Asking clients for referrals (a template letter) Back to IDA coference coverage main page Cases that impact investor confidence […]

By Doug Watt |June 23, 2003

2 min read

MDRT preview: What’s on the mind of one of Canada’s most experienced insurance advisors?

Roadblocks to family wealth planning and their solutions Canadian advisors find value in conference’s non-financial elements And the survey says… income affects attitude Best practices attract the masses BONUS TOOL: Advisor.ca time management worksheet Back to MDRT Annual meeting coverage main page DWB: They are not going to talk about these kinds of challenges at […]

By Sheila Avari |June 23, 2003

3 min read