Enhancing the professionalism of financial advisors in the best interests of the consumer

Advocis in the News

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February 2012
Feb. 6, 2011 Be methodical about your contributions – Metro News [More]

The entire concept of retirement is changing – Metro News [More]

Recruiting the next generation – Investmentexecutive.com [More]
Avoiding bankruptcy may mean taking your head out of the sand – The Globe and Mail 
January 2012
Jan. 30, 2012 The ABCs of Investing – Metro News [More]
January Canadian regulators urged to resist jumping on global bandwagon - Insurance and Investment Journal.
Jan. 18, 2011 Deductions at tax time make RRSPs popular – Canada.com [More]
December 2011
Dec. 30, 2011 8 things to remember about web-based retirement calculators – CBC.ca [More]
Dec. 22, 2011 Court paves the way for more co-operative regulatory model, proponents say – Investmentexecutive.com [More]
Dec. 18, 2011 Financial advisers toast charity – Calgary Herald [More]
Dec. 17, 2011 Owen will keep Advocis 'vibrant and effective' as new board chair - Starphoenix.com [More]
November 2011
Nov. 28, 2011 Owen to head Advocis board in 2012 – investmentexecutive.com [More]
Nov. 25, 2011 Czorny stays on as chair for Institute for Advanced Financial Education – investmentexecutive.com [More]
Nov. 24, 2011 Regulatory changes could have unintended consequences, Advocis warns – Investmentexecutive.com [More]
Advisors urged to contribute to PRPP framework – investmentexecutive.com [More]
Nov. 23, 2011 Regulators stress consumer protection at Advocis symposium – investmentexecutive.com [More]
Canada's Insurers To Create New Products Amid "Perfect Storm" – WSJ.com [More]
BROKER'S WORLD CANADA: Regulators Look At Fiduciary Alternatives – WSJ.com [More]
Nov. 18, 2011 Financial advice key to success of PRPPs: Advocis – investmentexecutive.com [More]

Advocis: Financial advice is key to the success of Pooled Registered Pension Plans.
Picked up by:

  • Yahoo Finance
  • Alphatrade.com
  • Morningstar.com
Nov. 14, 2011 Improving awareness of fraud – Investmentexecutive.com [More]
Nov. 2011 Are you protected?– Investment Executive (print edition)
October 2011
Oct. 30, 2011 Anti-spam law in limbo as groups seek exceptions – Toronto Star [More]
Oct. 6, 2011 Make advice an election campaign issue. Advocis asks Newfoundland and Labrador parties to explain their position on the regulation of financial advisors – Investmentexecutive.com [More]
September 2011
Sep. 23, 2011

New anti-spam law could hurt advisors – Investmentexecutive.com [More]

August 2011
Aug. 9, 2011

Advocis media release: Concerned about dire financial news headlines? Stay calm. Talk to your financial advisor or planner.
Picked up by:

  • Morningstar.com
  • YahooFinance.ca
Aug. 9, 2011

Focus on deals, not losses, in down market: Experts
http://cnews.canoe.ca/CNEWS/Canada/2011/08/09/18531061.html

Aug. 4, 2011

Bad documentation leads to fines
http://www.advisor.ca/insurance/life/documentation-a-regulatory-business-must-51188

Aug. 2, 2011

Eliminating “buyer beware” from planning services - Advisor.ca [More]

June 2011
Jun. 24, 2011 National standards for financial planners - Investment Executive [More]
Jun. 20, 2011 Greece needs to learn basic financial rules - Globalnews.ca [More]
Jun. 13, 2011 Advocis launches jobs website - InvestmentExecutive.com [More]
Jun. 1, 2011 Replacement for RHU rolled out - Advisor.ca [More]
Jun.1, 2011 New coalition focused on national standards for financial planning - advisor.ca [More]
Jun. 1, 2011 Standards to be set for financial planners - The National Post print edition and online
May 2011
May 31, 2011 Advisors applaud coalition, but wonder about teeth - advisor.ca [More]
May Compliance a key concern for advisors when using social media Insurance and Investment Journal
April 2011
Apr. 29, 2011 Many options for backing up data - InvestmentExecutive.com [More]
April Industry against advisor/MGA exclusivity Investment Executive (print edition)
March 2011
Mar. 28, 2011 How to avoid falling victim to fraud in a Ponzi scheme Toronto Star
Mar. 20, 2011 How to avoid being a victim of investment fraud - Moneyville.ca [More]
Mar. 10, 2011 Awareness helps fraud-proof your client - Advisor.ca [More]
Mar. 9, 2011

Advocis media release – Advocis: There are Ponzi scheme warning signs
Picked up by:

  • Morningstar.com
  • Digitaljournal.com
  • Yahoo finance
  • Nest Egg News
  • Istockanalyst.com
  • Newsystocks.com
  • World News
  • Road Runner
  • Currencytradingexchange.com
Mar. 9, 2011 Ponzi scheme warning signs, CKWX, News 1130, Vancouver and 680 News Toronto
Mar. 9, 2011 Advocis shines light on Ponzi scheme warning signs - InvestmentExective.com [More]
February 2011
Feb. 22, 2011 Task Force Puts Onus on Advisors - InvestmentExecutive.com [More]
Feb. 21, 2011

How much do you need for retirement?
CBC radio
Quebec City – Quebec AM (all of Quebec except for Montreal)
Sydney – Information Morning Cape Breton
Gander/Grand Falls – The Central Morning Show
Goose Bay – Labrador Morning
Cornerbrook  - The West Coast Morning Show
Yellowknife – The Trail Breaker
Winnipeg – Information Radio (all of Manitoba)
Whitehorse – A New Day
Prince George/Prince Rupert - Daybreak North

Feb. 12, 2011

Read between the literacy lines: Who really has consumers’ best interests at heart? - Jonathan Chevreau, National Post 

Feb. 9, 2011

Advocis media release - Advocis ready to help implement Financial Literacy Task Force recommendations
Picked up by:

  • Morningstar.com
  • Digitaljournal.com
  • Yahoo finance
Feb. 9, 2011 Task force unveils national strategy to strengthen financial literacy - InvestmentExecutive.com [More]
Feb. 1, 2011 Advocis urges Ontario to preserve choice for consumers - InvestmentExecutive.com [More]
January 2011
Jan. 27, 2011 Where to find online financial information - CalgaryHerald.com [More]
Jan. 25, 2011 Fee vs. commission not clear cut - Advisor.ca [More]
Jan. 24, 2011 Regulation moving closer to fiduciary standard - Insurance-Journal.ca [More]
Jan. 21, 2011 What to look for in a financial adviser - CBC.ca [More]