Advocis – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 04 Apr 2024 20:46:35 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advocis – Investment Executive https://www.investmentexecutive.com 32 32 Advocis settles with SeeWhy over non-payment of study materials https://www.investmentexecutive.com/news/industry-news/advocis-settles-with-seewhy-over-non-payment-of-study-materials/ Thu, 04 Apr 2024 19:40:15 +0000 https://www.investmentexecutive.com/?p=483126 Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

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]]> SeeWhy Learning sues Advocis over non-payment of study materials https://www.investmentexecutive.com/news/industry-news/seewhy-learning-sues-advocis-over-non-payment-of-study-materials/ Tue, 13 Feb 2024 19:57:31 +0000 https://www.investmentexecutive.com/?p=480455 The national financial advisors association alleges it was overcharged

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]]> Pollock sues Advocis for wrongful termination https://www.investmentexecutive.com/news/industry-news/pollock-sues-advocis-for-wrongful-termination/ Fri, 09 Feb 2024 20:23:23 +0000 https://www.investmentexecutive.com/?p=480332 Longtime president and CEO alleges he was let go without notice

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]]> Many clients adjusting financial plans as they struggle with monthly costs https://www.investmentexecutive.com/news/research-and-markets/many-clients-adjusting-financial-plans-as-they-struggle-with-monthly-costs/ Mon, 06 Nov 2023 21:52:26 +0000 https://www.investmentexecutive.com/?p=474616 Survey shows the effects of inflation and higher borrowing costs

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]]> Advocis addresses liquidity after poor 2022 results https://www.investmentexecutive.com/news/industry-news/advocis-addresses-liquidity-after-poor-2022-results/ Thu, 24 Aug 2023 18:33:21 +0000 https://www.investmentexecutive.com/?p=470650 The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-34/ Tue, 16 May 2023 18:00:43 +0000 https://www.investmentexecutive.com/?p=465663 Raymond James names a new head of investment strategy, while iA shakes up its executive team

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-8/ Fri, 22 Jul 2022 19:38:00 +0000 https://www.investmentexecutive.com/?p=448418 Updates were made to various industry boards

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]]> Catherine Wood named chair of Advocis board https://www.investmentexecutive.com/news/people/catherine-wood-named-chair-of-advocis-board/ Tue, 19 Jul 2022 14:23:55 +0000 https://www.investmentexecutive.com/?p=448186 The Coast Capital Savings executive takes over from Rob Eby

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]]> Banks’ product shelf restrictions face scrutiny at Advocis event https://www.investmentexecutive.com/news/products/banks-product-shelf-restrictions-face-scrutiny-at-advocis-event/ Wed, 17 Nov 2021 19:20:39 +0000 https://www.investmentexecutive.com/?p=434086 OSC head expressed concern about banks' response to the client-focused reforms

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]]> Advocis names new board leadership https://www.investmentexecutive.com/news/people/advocis-names-new-board-leadership/ Mon, 28 Jun 2021 15:42:41 +0000 https://www.investmentexecutive.com/?p=424521 Robert Eby takes over from Abe Toews

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