Industry News

Nick Murray speech sparks debate in Talvest Town Hall

(November 21, 2003) Author and business coach Nick Murray’s contention that equities can be a suitable and safe investment, even for clients who are retired, sparked some lively debate this week in Advisor.ca’s Talvest Town Hall. In a keynote speech on Wednesday at the Toronto Advisor Forum, Murray noted that actuarial projections suggest the average […]

By Doug Watt |November 21, 2003

2 min read

Advisor Forum update: Advisor panel offers tips to thrive on

(November 21, 2003) It’s been a difficult century so far for the financial services industry, with markets collapsing, clients panicking and then a long, slow slog of a recovery. While many advisors survived the shake up, some managed to even thrive. Three top advisors shared their strategies for making the most of a tough market […]

By Steven Lamb |November 21, 2003

5 min read

Advisor Forum update: Paper trail, know-your-client keys to winning in court

Current: out-of-date client information clouds your understanding of their goals Correct: even the slightest error can call your reliability into question Complete: make sure you have a full understanding Consistent: make sure there are no discrepancies between the notes for separate meetings Contemporaneous: put everything in context to make the image of the meeting more […]

By Steven Lamb |November 20, 2003

4 min read

Challenge exam option introduced for CLU designation

(November 20, 2003) The CLU Institute is introducing a bridging program that will allow experienced advisors to obtain the Chartered Life Underwriter (CLU) designation by writing a single exam. The normal route to the CLU involves completion of the CFP program combined with three specialized courses. The challenge exam recognizes that many non-designated advisors have […]

By Doug Watt |November 20, 2003

3 min read