Industry

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

Taking care of business: Canadian advisors from coast to coast talk shop

(September 26, 2002) A national survey of Canadian financial advisors sketches a portrait of the advisor working harder for every penny, but still able to make a comfortable living. This advisor also feels stressed for time and is relatively more cautious in his investment approach, yet is more open to exploring alternative investment products. The […]

By Jim MacDonald |September 27, 2002

2 min read

U.S. advisors felt internal squeeze on profitability in 2001

Having the time capacity to serve clients: 56.3% Time management: 52.0% Getting better clients: 48.3% Improving efficiency and productivity: 39.9% Profitability: 31.6% The study, conducted by Moss Adams LLP, acknowledged that many of these challenges are related to each other. The FPA is the membership organization for the U.S. financial planning community. Filed by Jim […]

By Jim MacDonald |September 25, 2002

2 min read

U.S. advisors felt internal squeeze on profitability in 2001

Having the time capacity to serve clients: 56.3% Time management: 52.0% Getting better clients: 48.3% Improving efficiency and productivity: 39.9% Profitability: 31.6% The study, conducted by Moss Adams LLP, acknowledged that many of these challenges are related to each other. The FPA is the membership organization for the U.S. financial planning community. Filed by Jim […]

By Staff |September 25, 2002

2 min read