Industry News

Crawford committee backs down on recommendation to split IDA functions

(May 30, 2003) A panel of industry experts set up to suggest changes to Ontario’s securities laws has backed down on a recommendation to split the regulatory and trade association functions of the IDA. In its final report released yesterday, the Five Year Review Committee, chaired by Purdy Crawford, withdrew its original recommendation, instead stating […]

By Doug Watt |May 30, 2003

3 min read

Family matters: CIFPs gears up for first conference

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 It’s also a family-oriented event. A lot of people are bringing their spouses and children with them. We have a […]

By Jennifer McLaughlin |May 30, 2003

3 min read

State of the SRI nation: SIO boss reviews social investment industry on eve of conference

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 Eugene Ellmen: That’s not growing as […]

By Doug Watt |May 29, 2003

4 min read

Insurance regulators set more modest goals for advisors than securities administrators

(May 28, 2003) Confidence-eroding corporate scandals have focused attention on securities regulation, as has the abrading costs to issuers and investment funds, charged by 13 different jurisdictions. So much so that the federal government has stepped in to bring together divergent provincial securities commissions. In the insurance world, step-by-step harmonization of regulations is the preferred […]

By Scot Blythe |May 28, 2003

3 min read