Advocis in the News
April - May 2010
| May 10, 2010 | Access to professional advice the key to financial literacy: Advocis – Financial Post - Personal Financial Resources [More] |
| May 10, 2010 | Access to professional advice the key to financial literacy: Advocis, Financial View [More] |
| May 10, 2010 | Access to professional advice the key to financial literacy: Advocis, Investment Executive [More |
| May 10, 2010 | The key to financial literacy? Continued access to professional financial advice says Advocis to task force – Yahoo Finance [More] Also on: Canadian Business Online [More The Money Prophet [More |
| May 4, 2010 | CE accreditation advisory council lays groundwork for industry feedback, Investment Executive [More] |
| May 3, 2010 | Industry pushes for equal treatment on telemarketing rules, Investment executive [More] |
| May 3, 2010 | Whose interest does your financial advisor have a heart? – Globe and Mail [More] |
| May 3, 2010 | Whose interest does your financial advisor have a heart? – CTV.ca [More] |
| Apr. 14, 2010 | Reviewing mortgages suggested –Sudbury Star [More] The same story appeared in: The Recorder Times (Brockville, ON) The Toronto Sun 24Hr Vancouver Daily Press (Timmins) St. Thomas Times Journal Owen Sound Sun Times Lfpress.com The Cornwall Standard Freeholder St. Catharine’s Standard Calgary Sun Kingston Whig-Standard Orillia Packet and Times |
| Apr. 5, 2010 | Financial non-planning – CTV Saskatoon news at noon |
| Apr. 1, 2010 | Financial non-planning – Canada AM, CTV Toronto news at 6 |
March 2010
| Mar. 30, 2010 | Banks raise mortgage rates – The Sault Star [More] |
| Mar. 30, 2010 | Banks raise mortgage rates – The Peterborough Examiner [More] The same story appeared in: St. Catharine’s Standard Welland Tribune Sault Star Sudbury Star Peterborough Examiner Sarnia Observer North Bay Nugget Orillia Packet and Times Owen Sound Sun Times Brantford Expositor Brockville Recorder and Times Simcoe Reformer Kingston Whig-Standard Winnipeg Sun Edmonton Sun London Free Press Ottawa Sun Toronto Sun Calgary Sun |
| Mar. 26, 2010 | Financial fees now face GST, Lang and O’Leary Exchange – CBC News Network [More] |
| Mar. 26, 2010 | This is what cleaning up after a financial crisis looks like – Blog: Work in Progress [More] |
| Mar. 26, 2010 | GST/HST on financial services, The Lang-O’Leary Exchange – CBC News Network |
| Mar. 26, 2010 | Ottawa changes GST rules, setting up finance battle, Message board: Hot Car Trends [More] |
| Mar. 26, 2010 | Ottawa changes GST rules, setting up finance battle – CTV.ca [More] |
| Mar. 26, 2010 | Ottawa changes GST rules, setting up finance battle – Blog: Mortgage Hints, Financial Updates, Help and Info [More] |
| Mar. 26, 2010 | Ottawa changes GST rules, setting up finance battle – Blog: So What [More] |
| Mar. 26, 2010 | Ottawa changes GST rules, setting up finance battle – The Globe and Mail (cover) [More] |
| Mar. 18, 2010 | Advocis urges CSTO to proceed with caution – Investment Executive [More] |
| Mar. 8, 2010 | New financial literacy task force goes on tour. Financial advisors will be under the spotlight for their role in educating clients on financial issues – Investment Executive [More] |
| Mar. 8, 2010 | Advocis calls on CCIR for improved implementation of harmonized rules - Canadian Underwriter on line [More] |
| Mar. 8, 2010 | Advocis calls on insurance regulators to make harmonization more effective – Investmentexecutive.com [More] |
| Mar. 5, 2010 | Advocis provides advice on CCIR’s strategic plan – Insurance Canada [More] |
| Mar. | Creating a pension road map – Investment Executive print edition |
| Mar. 3, 2010 | Budget 2010: An advisor wish list – Advisor.ca [More] |
| Mar. 2, 2010 | Wedding Savings – Global TV News Toronto [More] |
| Mar. 1, 2010 | You do the math about retirement – The Sault Star [More] |
January - February 2010
| Feb. | New underwriting realties mean advisors should take extra care – The Insurance and Investment Journal |
| Feb. 26, 2010 | Saving for Retirement: How much is enough? – Canoe.ca [More] |
| Feb. 23, 2010 | Break the rental cycle without breaking the bank – The Simcoe Reformer [More] |
| Feb. 18, 2010 | How to choose a financial advisor – Canoe.ca [More] |
| Feb. 8, 2010 | Advocis calls on Ontario to ensure smaller planning firms remain competitive – Investmentexecutive.com [More] |
| Feb. 5, 2010 | Break the rental cycle without breaking the bank – The Edmonton Sun [More] |
| Also in: The London Free Press online [More] The Winnipeg Sun [More] Niagara Falls Review [More] North Bay Nugget [More] |
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| Feb. 5, 2010 | Retirement planning about much more than money – The Windsor Star [More] |
| Jan. 18, 2010 | Core-satellite combo of passive and active strategies a powerful investment model, Croft says – Investment Executive, Advocis Day of Inspiration [More] |
| Jan. 17, 2010 | Build client loyalty with a strong communication strategy, Advocis Day of Inspiration - Investment Executive [More] |
| Jan. 17, 2010 | Increase sales by taking a problem solving approach with clients, Advocis Day of Inspiration – Investment Executive [More] |
| Jan. 17, 2010 | Embrace active investing in times of uncertainty, Mersch says, Advocis Day of Inspiration, Investment Executive [More] |
| Jan. 6, 2010 | Advocis to host day of inspiration for advisors. Roster of speakers includes federal finance minister – Investment Executive [More] |
October - December 2009
| Dec. 20, 2010 | Olympian draws attention to the homeless – Calgary Herald [More] |
| Dec. 11, 2009 | Caution urged on pension overhaul – Toronto Star [More] |
| Dec. 10, 2009 | You don't need millions to need help – Hamilton Spectator [More] |
| Dec. 2, 2009 | Zavitz to take the helm of Advocis’ 2010 board of directors: New slate of directors elected – Investment Executive [More] |
| Dec. 2, 2009 | McKenster to serve another year as CLU Institute chairman. 2010 board of trustees announced – Investment Executive [More] |
| Nov. 27, 2009 | MGAs must "know your advisor" – Advisor.ca [More] |
| Nov. 27, 2009 | Advisors urged to adopt self regulation: Advocis Symposium. Advisor-client relationship should be based on trust, Wilkinson says. – Investment Executive [More] |
| Nov. 25, 2009 | Salvaging your savings; With the worst apparently behind us, now is a good time to regroup and choose investment vehicles that can rebuild your portfolio – The Globe and Mail print edition. |
| Nov. 24, 2009 | Advocis to host symposium on the future of financial services distribution – Investment Executive [More] |
| Nov. 17, 2009 | SIO launches advisor education course – Advisor.ca [More] |
| Nov. 6, 2009 | You won’t live forever ... so read this – The Globe and Mail [More] |
| Nov./Dec. 2009 | Advice channel under pressure –The Insurance Journal |
| Nov. 2009 | Advisors are under the microscope, guest column – print edition of Investment Executive |
| Oct. 2009 | Regulators’ report on MGAs postponed – The Insurance Journal |
| Oct. 19, 2009 | Anti-spam law restricts freedom to conduct legitimate business, says Advocis – Investmentexecutive.com [More] |
| Oct. 2009 | Fixing Canada’s pension problems – print edition of Investment Executive |
| Oct. 2009 | Anti-spam law called too broad – print edition of Investment Executive |
September 2009
| Sep. 30, 2009 | RESPs are rock solid – The Toronto Star [More] |
| Sep. 27, 2009 | Take responsibility for financial literacy – North Shore News [More] |
| Sep. 23, 2009 | Decline in pension coverage must be reversed, advisors told – Investmentexecutive.com [More] |
| Sep. 19, 2009 | The great advisor shuffle – National Post |
| Sep. 19, 2009 | Stiffer sentences for financial fraud only a first step, victims say – Waterloo Region Record [More] |
| Sep. 18, 2009 | GETTING PERSONAL CDA: Reforming The Pension System, Wallstreet Journal Online [More] |
| Sep. 17, 2009 | Briefly: "Canadians not prepared for retirement: Advocis" and more news – Advisor.ca [More] |
| Sep. 17, 2009 | Canadians not prepared: Advocis report, Seniors Daily Online [More] |
| Sep. 17, 2009 | Advocis Report: Canadians not prepared for retirement – Insurance-canada.ca [More] |
| Sep. 17, 2009 | Advocis report: Canadians not prepared for retirement – smartmoney.com [More] |
| Sep. 17, 2009 | Canadians not prepared for retirement: report – Benefitscanada.com [More] |
| Sep. 17, 2009 | Canadians not prepared for retirement: Advocis – Advisor.ca [More] |
| Sep. 17, 2009 | Advocis report: Canadians not prepared for retirement – smartmoney.com [More] |
| Sep. 17, 2009 | Advocis report: Canadians not prepared for retirement – Finance.Alpha Trade.com [More] |
| Sep. 17, 2009 | Canadians not prepared for retirement: Advocis Report recommends measures to foster DC pension plan participation – Investmentexecutive.com [More] |
| Sep. 17, 2009 | Advocis report: Canadians not prepared for retirement – Canadianbusiness.com [More] |
| Sep. 17, 2009 | Advocis report: Canadians not prepared for retirement – globeinvestor.com [More] |
| Sep. 1, 2009 | Financial Literacy Task Force Starts Work – Wall Street Journal Online |
July & August 2009
| Aug. 6, 2009 | New rules for deposit brokers – Investmentexecutive.com [More] |
| Jul. 21, 2009 | National 'securities crime' unit urged; Financial analyst Urquhart; 'Only police can administer criminal code - Montreal Gazette [More] |
| Jul. 20, 2009 | July 20, 2009 - Alleged Quebec financial fraud highlights need to ask hard questions - MSN Symaptico Finance [More] |
| The Mix – Prince Rupert [More] | |
| Jul. 19, 2009 | Alleged investment scheme prompts investor warnings: ICAC releases investment firm selection checklist – investmentexecutive.com [More] |
| Jul. 17, 2009 | Alleged Quebec financial fraud highlights need to ask hard questions – GuelphMercury.com – National [More] |
| Jul. 17, 2009 | Alleged Quebec financial fraud highlights need to ask hard questions – Oklahoma Securities Commission, Department of Securities. [More] |
| Jul. 17, 2009 | Alleged Quebec financial fraud highlights need to ask hard questions
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| Jul. 17, 2009 | Interview with Greg Pollock on ponzi schemes and their warning signs - Take 5, CIUT, 89.5, Toronto, |
| Jul. 16, 2009 | Advocis: There are ponzi scheme warning signs – globeinvestor.com [More] |
| Jul. 16, 2009 | Advocis: There are ponzi scheme warning signs – Yahoo Finance [More] |
| Jul. 16, 2009 | Alleged investment scheme prompts investor warning from Advocis: Be alert for warnings signs when choosing an advisor, investors told – Investmentexecutive.ca [More] |
| Jul. 16, 2009 | Watch for fraud warning signs: Expert - cbc.ca [More] |
| Jul. 16, 2009 | Advocis: There are ponzi scheme warning signs [More] |
| Jul. 16, 2009 | How to spot a ponzi scheme: Advocis, advisor.ca [More] |
| Jul. 15, 2009 | Advice to investors: ask questions first – Montreal Gazette [More] |
| Jul. 14, 2009 | Interview with Taylor Train on ponzi schemes and their warning signs – CBC TV 6pm News, Toronto, |
January - June 2009
| Jun. 28, 2009 | Stewart to chair task force on financial literacy: Goal is to develop a national strategy to make all Canadians more knowledgeable. - Investmentexecutive.ca [More] |
| Jun. 26, 2009 | Ottawa names fianncial literacy task force – Advisor.ca [More] |
| Jun. 19, 2009 | Industry braces for “do not email” legislation – Advisor.ca [More] |
| Jun. 10, 2009 | Tax breaks key to Canadian retirement plans: Survey - Canada.com. [More] |
| Jun. 10, 2009 | Tax breaks key to Canadian retirement plans: Survey - The Ottawa Citizen. [More]
This story also appeared in: |
| Jun. 10, 2009 | See an advisor (Letter to the editor by Greg Pollock) - The National Post [More] |
| Jun. 2, 2009 | NL: One-stop insurance shopping questioned - The Daily Business Buzz. [More] |
| Jun. 2, 2009 | Consumers warned of pitfalls of one-stop shopping - The Telegram (St. John’s, NL). [More] |
| Jun. 1, 2009 | NL government compromises consumer protection under guise of more choice, Advocis says - Investmentexecutive.ca. [More] |
| May 11, 2009 | Living benefits designates and students say knowledge is the key: Advocis - Insurancecanada.ca. [More] |
| May 11, 2009 | RHU adds to advisors’ income: survey. Designation eases entry into living benefits market - Investmentexecutive.com. [More] |
| Apr. 28, 2009 | Teresa Black Hughes, former chair of Advocis, did an interview with Adler Onlline, a nationally syndicated radio show heard in 14 cities across Canada, about loaning money to relatives and friends - courtesy of CJOB Winnipeg and Corus Radio Network [More] [Download mp3 audio file] |
| Apr. 24, 2009 | Economy discussed at meeting of financial advisers - Peterborough Examiner. [More] |
| Apr. 20, 2009 | The Value of Advice - The Globe and Mail [More] |
| Apr. 3, 2009 | Clients to carry cost of harmonized tax - Advisor.ca [More] |
| Mar. 26, 2009 | March 26 – - ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments, Canadianbusiness.com [More] |
| Spring 2009 | RRSP Rescue - Globe Investor [Download PDF - 485KB] |
| Mar. 27, 2009 | Ontario budget gets mixed reviews - Advisor.ca [More] |
| Mar. 27, 2009 | Financial crisis too important to let politicians resolve, says CIFA head - Investment Executive [More] |
| Mar. 26, 2009 | Ontario offers tax cuts, sales tax harmonization - Advisor.ca [More] |
| Mar. 26, 2009 | ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Canoe Money [More] |
| Mar. 26, 2009 | Ontario pledges $10.6 billion in tax relief over three years. Provincial deficit to balloon to $14.1 billion – Investment Executive [More] |
| Mar. 26, 2009 | ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Smartmoney.com [More] |
| Mar. 26, 2009 | ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – tmcnet.com [More] |
| Mar. 26, 2009 | ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Globeinvestor.com [More] |
| Mar. 26, 2009 | ADVOCIS: Encouraged by budget's red tape reduction; but, consumers will continue to see less return on investments – Daily Commercial News website [More] |
| February 2009 | Government’s TFSA ads riles financial advice industry – The Insurance Journal |
| Feb. 24, 2009 | Ontario urged to restructure regulatory regime – Advisor.ca [More] |
| Feb. 23, 2009 | You've lost all my money – Globe and Mail [More] |
| Feb 21, 2009 | Senior wants compensation for investment losses – The Toronto Star [More] |
| Feb. 17, 2009 | Diversify to succeed – Metro News [More] |
| Feb. 4, 2009 | A long view and a consistent strategy help investors avoid “buyer’s remorse” – Globe and Mail |
| Feb. 1, 2009 | Single regulator long overdue, panel says: Patchwork of regulation called unfair to financial advisors – Investmentexecutive.com [More] |
| Jan. 31, 2009 | National securities regulator viable even if only B.C., Ontario on board: Expert panel member says two represent enough market share – The Toronto Star [More] |
| Jan. 30, 2009 | Financial services industry and consumer protection, Fairchild TV (in Cantonese) |
| Jan. 30, 2009 | Commission unique : les règles actuelles « injustes » pour les conseillers – finance-investissement.com [More] |
| Jan. 28, 2009 | Putting experts to the test: Advisors can’t always keep investors in the black, but good communications skills can go a long way when markets plunge – Globe and Mail [More] |
| Jan. 27, 2009 | Budget 2009: Industry associations cautiously optimistic – Advisor.ca [More] |
| Jan. 20, 2009 | Keep Regulation Fair: Advocis - Advisor.ca [More] |
| Jan. 19, 2009 | Advocis calls on Ontario to reduce regulatory burden on advisors: Cost-benefit analysis would be welcome [More] |
| Jan. 2009 | Industry wants permit for incidental insurance sellers - Insurance Journal. [More] |
| Jan. 2009 | Online continuing education for advisors is picking up steam, Insurance Journal [More] |
October to December 2008
| Dec. 29, 2008 | Even in a recession, financial advisers still in high demand - Metro Calgary (the same story appeared in Metro papers in Vancouver, Edmonton, Toronto and Halifax) [More] |
| Dec. 17, 2008 | Federal bankruptcy legislation affords new RRSP creditor protection - Globe and Mail |
| Dec. 5, 2008 | CLU Institute names new board of trustees - Advisor.ca [More] |
| Dec. 5, 2008 | CLU Institute announces new chair and board for 2008-2009 - Breaking News, The Insurance Journal |
| Dec. 4, 2008 | Advocis elects new board of directors, Advisor.ca [More] |
| Dec. 3, 2008 | Leadership changes as a result of Advocis annual general meeting - Breaking News, The Insurance Journal |
| Dec. 3, 2008 | Advocis elects new directors at annual general meeting: Birchard steps into chairman’s role - Investment Executive [More] |
| Dec. 2008 | Education is key for new Advocis CEO - Investment Executive, print edition [More] |
| Dec. 2008 | Onus on advisors to spot money laundering - Investment Executive, print edition [More] |
| Nov. 14, 2008 | Advocis responds to insurance report - Advisor.ca [More] |
| Nov. 14, 2008 | Advocis: CCIR/CISRO miss the opportunity to set the bar higher – Insurance-Canada.ca [More] |
| Nov. 12, 2008 | Planning for a healthy retirement, Calgary Herald [More] |
| Nov. 12, 2008 | Lifelong wealth management requires holistic, informed plan; An information series on personal finance, The Edmonton Journal [More] |
| Nov. 6, 2008 | Retiring the debt; Taking debt into retirement means you'll have less money for lifestyle expenses and probably have to continue working – The Toronto Star [More] |
| Oct. 30, 2008 | Dollars and cents just one part of the big picture; Financial Planning – National Post [More] |
| Oct. 29, 2008 | It doesn't slice or dice, but it can save you money; The Tax Free Savings Account is the most revolutionary savings vehicle since the RRSP, experts say – Globe and Mail |
| Oct. 29, 2008 | Financial planning: it's never too late to map out your goals, Montreal Gazette (repeated in the Calgary Herald) [More] |
| Oct. 27, 2008 |
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| Oct. 22, 2008 | Planning with perspective, Calgary Herald [More] |
| Oct. 22, 2008 | Retirement planning requires more than smart investment choices, The (Montreal) Gazette [More] |
| Oct. 21, 2008 | Time to review professional liability coverage is now: Advocis. Small business week is a great time for advisors to look at financial protection for their own businesses, Investment Executive [More] |
| Oct. 20, 2008 | Industry debates who should regulate planning, Advisor.ca [More] |
| Oct. 18, 2008 | It looks more like freedom 95 today, Hamilton Spectator [More] |
| October 2008 | The Do Not Call List is here: Know the rules, Investment Executive, print edition, October 2008 [More] |
| Oct. 14, 2008 | Advocis: Talk to your financial advisor or planner [More] |
| Oct. 14, 2008 | Advocis urges Canadians to talk to financial advisors. Don’t panic, investors told [More] |
| Oct. 8, 2008 | Broker's World Canada: Financial Planning Rule Now Under Review - A Dow Jones Newswires Column |
| Oct. 7, 2008 | Greg Pollock: New President and CEO of Advocis, The Financial Advisors Association of Canada - Breaking News [More] |
| Oct. 6, 2008 | Advocis names new president and ceo - Advisor.ca [More] |
| Oct. 6, 2008 | Retirement income planning - The StarPhoenix [More] |
| Oct. 6, 2008 | Briefly: "Advocis names new president, CEO" and more of Monday's news [More] |
| Oct. 6, 2008 | Advocis Names New President and CEO [More] |
| Oct. 2, 2008 | Interview with Teresa Black Hughes on what advisors should be doing for clients – CTV network |
| Oct. 2, 2008 | P.E.I. Allows Incorporation [More] |
| Oct. 1, 2008 | Advisor incorporation in PEI approved: Advocis’ representations help win the day – Insurance-canada.ca [More] |
| Oct. 1, 2008 | P.E.I. allows advisors to incorporate: Newfoundland and Labrador and Alberta are the two remaining holdouts in allowing advisors to adopt the business structure [More] |
Teresa Black Hughes’ op-ed emphasizes knowledge of financial advisors in the IFIC - Globe and Mail investment fund information supplement June to September 2008
| Sep. 30, 2008 | Advocis committed to educating advisors about Do Not Call [More] |
| Sep. 29, 2008 | Advocis moves forward on Do Not Call List legislation [More] |
| Sep. 16, 2008 | Advocis, MFDA clash over proposed amendments [More] |
| Sep. 15, 2008 | MFDA’s proposed client relationship model adds to regulatory burden: Advocis [More] |
| Sep. 8, 2008 | Advocis: IIROC's proposed regulation of financial planners ill-conceived [More] |
| Sep. 8, 2008 | Briefly: "Advocis slams IIROC planning proposal" and more of Monday's news [More] |
| Sep. 8, 2008 | IIROC’s proposed regulation of financial planners ill-conceived: Advocis [More] |
| Aug. 19, 2008 | Advocis updates RHU program. Content of disability and group benefits course revised [More] |
| Aug. 18, 2008 | Advocis, The Financial Advisors Association of Canada: Helping Canadians Prepare for the Future [More] |
| Aug. 18, 2008 | RHU Program: Responding to the ever-changing marketplace. Canadian Business On-line |
| Aug. 18, 2008 | RHU Program: Responding to the ever-changing marketplace. SmartMoney.com |
| Aug. 2008 | Advocis aims to get bankers licensed [More] |
| Jun. 13, 2008 | High Fuel Prices Don't Have to Ruin your Vacation Plans, Experts Say [More] |
| Jun. 4, 2008 | Alberta sole holdout on incorporation [More] |
| Jun. 4, 2008 | Advocis applauds NBSC decision on advisor incorporation: Regulator approves payment of commissions into corporations [More] |
| June 2008 | Advocis Applauds Decision on Advisor Incorporation: NB Securities Commission Approves Payment of Commissions into Corporations [More] |