Dear Readers, Welcome to the reinvigoration of Advisor.ca! If you haven’t explored our new look yet, I encourage you to check us out. Rethinking Advisor.ca has been a two-year journey of meetings, design concepts and technology strategies. While June was our target launch date, not unlike with a home renovation project, June quickly became October, […]
If you think the CRTC’s do-notcall legislation won’t affect advisors, you could be in for a surprise when September 30 arrives. Calls to existing clients are exempt from the legislation if you’ve been in contact with these clients within 18 months, but calls to prospects and referrals are no longer fair game for your cold […]
If you think the CRTC’s do-not-call legislation won’t affect advisors beyond avoiding those pesky window cleaners, you could be in for a surprise when September 30 arrives. First the good news: calls to existing clients are exempt from the legislation — provided you’ve been in contact with these clients within 18 months. Now, the not-so-good […]
(August 2008) Do-not-call legislation was passed by the federal Liberal government in 2005, allowing the Canadian Radio-television and Telecommunications Commission (CRTC) to establish telemarketing rules and a national do-not-call registry. Throughout the process, industry groups Advocis, the Independent Financial Brokers of Canada, Canadian Life and Health Insurance Association and the Canadian Bankers Association participated in […]
(August 2008) If you think the CRTC’s do-not-call legislation won’t affect advisors, you could be in for a surprise when September 30 arrives. Calls to existing clients are exempt from the legislation if you’ve been in contact with these clients within 18 months, but calls to prospects and referrals are no longer fair game for […]
Just as the regulatory world is fragmented, so is the advice profession. One of the youngest groups, the CIFPs, came out of the Investment Funds Institute of Canada. Advisor staff talked to CIFPs president Keith Costello about the history and future of CIFPs Q: One goal of the CIFPs was to bring together Certified Financial […]
Julie Rusciolelli is what many advisors would call an A-list client. She has the investable assets, owns commercial properties in chi-chi Toronto neighbourhoods and has been running her own communications firm, Maverick Public Relations, since 1999. Last year, at age 44, Rusciolelli was named one of Canada’s top 100 women entrepreneurs by PROFIT magazine. The […]
Phillips, Hager & North Investment Management Ltd., Canada’s best-known, low-cost fund manager, has been snapped up by Royal Bank of Canada. The deal, where PH&N shareholders would receive 27 million RBC common shares, would put RBC in striking distance of becoming the country’s largest mutual fund manager, with $101 billion in assets under management, compared […]
(February 2008) Everyone knows the best way to build a business is through referrals. Referrals can come from many sources — friends, centres of influence and even the clients themselves. But are you properly thanking the source of your referrals? If the source is a client, definitely. But what about referrals from other advisors? One […]
The Million Dollar Round Table has a new president — and he’s Canadian. Vancouver’s Jim Rogers of Rogers Group Financial takes the helm of the international organization of top insurance advisors September 1. Rogers’s first order of business is to strengthen the organization’s North American numbers to match the group’s success in other parts of […]