Industry News

Preston Manning to advisors: No substitute for integrity

BANFF – Financial advisors need to plant their feet on rock-solid ethical standards and avoid the slippery slope of moral relativism or suffer the consequences of lost client trust, this according to the founder, former leader of the Reform Party of Canada, Preston Manning. The good news is, the financial services industry is already ahead […]

By Steven Lamb |September 24, 2010

3 min read

Listen before you leap into social media

Everywhere you turn these days, people are talking about social media, and rightly so. Social media tools are maturing, demographics are changing and the way that people network and build reputation is evolving. Should you set up a Facebook page? Should you Twitter? What about blogging? What would you blog about? How much time is […]

By Jay Palter |September 24, 2010

2 min read

IAFP Symposium: Blended families complicate planning

BANFF – The financial services industry is rife with legal pitfalls stemming from potential conflicts of interest, but not all of these involve the interests of the advisor. There is a very real possibility the conflict you face could be between two clients, as a marriage falls apart. The good news is that there is […]

By Steven Lamb |September 24, 2010

3 min read

IIAC conference debates regulation

Canada needs to speak with one voice about securities regulation, especially in light of its key role in the G-20 and other worldwide forums, Doug Hyndman, chair and CEO of the Canadian Securities Transition Office told the Investment Industry Association of Canada 2010 conference today. “We can punch above our weight . . . and […]

By Philip Porado |September 23, 2010

2 min read