Industry News

Advisors conquer Kilimanjaro to raise $155,000 for charity

(January 24, 2003) It’s a birthday Steve Meehan will never forget. The chief executive officer at IPC Financial Network reached the summit of Mount Kilimanjaro on January 12, along with a group of advisors from the Investment Planning Counsel of Canada. The climbers were raising money for the Make-A-Wish Foundation of Canada. The adventure began […]

By Doug Watt |January 24, 2003

2 min read

Proxy voting disclosure for mutual funds welcomed by SRI industry

(January 24, 2003) Social investment advocates are praising the Securities and Exchange Commission in the U.S. for introducing new rules requiring American mutual funds to disclose their proxy voting policies. Canadian SRI supporters are calling on securities regulators here to introduce similar measures. The rules, strongly opposed by the U.S. fund industry, were approved yesterday […]

By Doug Watt |January 24, 2003

2 min read

Be CI savvy, brush up on medical terms, advisors told

(January 24, 2003) Advisors interested in selling critical illness insurance need to familiarize themselves with medical research and statistics, experts say. Health and medical issues dominated the final day of the world’s first critical illness conference last weekend in Vancouver. “If you want to do CI profitably you better get to know malignant melanoma really […]

By Sheila Avari |January 24, 2003

3 min read

Canadian to chair international Financial Planning Standards Board

(January 23, 2003) Canada’s John Carpenter will chair the new international body responsible for overseeing the certified financial planner program. Carpenter, executive director of the Certified General Accountants Association of Alberta, was given the post at the inaugural board of directors meeting of the Financial Planning Standards Board earlier this month in Denver. “I am […]

By Doug Watt |January 23, 2003

1 min read