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Company: Independent Financial Brokers of Canada

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Laughing senior man using laptop computer at home

The IFB summit tackled the “developed and sophisticated industry” focused on taking money

Contnuing education concept: pixelated words continuing education on digital background, 3d render

The alliance aims to meet the continuing education needs of independent financial advisors

  • By: IE Staff
  • August 29, 2018 October 17, 2019
  • 09:20
paper with words anti-money laundering

Course helps independent advisors create and maintain a FINTRAC compliance regime

  • By: IE Staff
  • June 18, 2018 July 22, 2019
  • 10:30
Much debate on new CE proposals

IFB Academy gives financial professionals the opportunity to earn CE credits by taking online courses

The growing costs and efforts associated with compliance are taking a toll on smaller dealers and independent advisors, the associations states in a submission to Finance Canada

Five qualities to consider when hiring staff

Both groups are in agreement that eliminating embedded commissions would have serious repercussions for dealers and their advisors

Feds to consider expanded services from banks, fintechs

Regulators must take their role of ensuring an efficient and competitive marketplace more seriously, according to the head of the IFB

Scott Findlay, the new head of the IFB, says that maintaining the independence of financial advisors is crucial to ensuring that clients have the best options in product choice and advisor compensation

The group is concerned that if the premiums become taxable, many employers will discontinue or reduce extended health-care coverage

  • By: IE Staff
  • January 23, 2017 October 17, 2019
  • 11:15
Insurance industry must step up succession planning efforts

Findlay to replace incumbent John Dargie