Industry News

Briefly:

(June 4, 2004) While StatsCan is reporting strong overall employment growth in May, the financial services industry is shedding middle-management positions. A global study by human resources firm DBM found that restructuring and uncertainty has steered job-seekers away from finance, even though they were most familiar with the field. “Change and the threat of change […]

By Staff |May 31, 2004

7 min read

Advocis conference update: Executive orders

Advocis conference update: Membership drive main focus for new chair Advocis conference update: Executive orders Advocis conference update: Overcoming insurance “urban legends” Advocis conference update: Advocis announces in-house E&O program Advocis conference update: Opportunity, professionalism buzzwords at opening session The executive’s assistant reads all his mail, but since the letter was about an estate plan […]

By Deanne N. Gage |May 31, 2004

2 min read

Advocis conference update: Membership drive main focus for new chair

(May 31, 2004) Freshly minted Advocis chair Randy Reynolds wasted no time in identifying his biggest challenge for the next year following the association’s annual general meeting in Calgary late Friday. “Right now, we represent the only voice for independent-minded financial advisors in Canada, yet we only have 16,000 members, and 16,000 members drive a […]

By John Craig |May 31, 2004

3 min read

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