Industry News

CIFPs conference update: Planner’s

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Geller advised not only documenting what you say to clients, but also to use regular stock phrases in your notes. […]

By Jennifer McLaughlin |June 5, 2003

4 min read

IDA boss defends new analyst rules

(June 5, 2003) IDA president Joe Oliver faced some tough questions yesterday as he presented the latest version of his association’s proposed policy on research analyst standards at a luncheon held by the Toronto Society of Financial Analysts. Policy 11 has been revised in response to 18 recommendations from the Securities Industry Committee on Analyst […]

By Caroline Cakebread |June 5, 2003

3 min read

SIO conference update: Fund manager offers strategies to combat SRI naysayers

Corporate governance focus seen as opportunity for social investment SRI advisors bemoan lack of product Fund manager offers strategies to combat SRI naysayers SRI – Time for a new name? Bonus tool A template letter to discuss SRI with your clients and prospects Back to CSIC Coverage main page For example, SRI critics are fond […]

By Doug Watt |June 4, 2003

3 min read

CIFPs conference update: Association counting on community, clarity to woo new members

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Costello also outlined some of the future plans for the association, including alliances with the Financial Planners Standards Council and […]

By Jennifer McLaughlin |June 4, 2003

3 min read