Industry News

Divorce specialist designation picks up steam

(May 28, 2004) The Academy of Divorce Planning Specialists is gearing up for its first course in Toronto next month. A growing number of financial planners are training for the rebranded financial divorce specialist (FDS) designation, the academy’s founder says. “In your practice you’re probably going to come across people within your client-base that are […]

By Steven Lamb |May 28, 2004

2 min read

Advocis conference update: Overcoming insurance

(May 28, 2004) Maybe it’s the story of the man who blew himself off his own toilet when he dropped a lit cigarette into its turpentine-saturated waters or perhaps it’s the tale of the couple whose car went missing and was returned a day later along with an appreciative note and some free concert tickets […]

By John Craig |May 28, 2004

4 min read

Canadian firms naive about cost of crime

(May 27, 2004) Canadian companies need to take a tougher stance against economic crime, such as fraud and insider trading experts say. At the same time, the RCMP’s newly-created market-enforcement team is promising some high profile investigations in the coming months. According to a worldwide survey by PricewaterhouseCoopers last year, 50% of Canadian companies have […]

By Steven Lamb |May 27, 2004

3 min read

Advocis conference update: Opportunity, professionalism buzzwords at opening session

(May 27, 2004) The Advocis 2004 national conference officially kicked off in Calgary today, with one industry insider stressing the importance of striving for professionalism and highlighting opportunities that the informed advisor can capitalize on. “There’s a lot of uncertainty out there and there’s a lot of change in product and distribution, mergers and acquisitions […]

By John Craig |May 27, 2004

3 min read