Advocis | Investment Executive https://www.investmentexecutive.com/tag/advocis/ Canada's news source for financial professionals Thu, 26 Mar 2026 21:14:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Advocis | Investment Executive https://www.investmentexecutive.com/tag/advocis/ 32 32 In latest court filing, Advocis alleges cybersecurity firm inflated costs https://www.investmentexecutive.com/news/in-latest-court-filing-advocis-alleges-cybersecurity-firm-inflated-costs/ Thu, 26 Mar 2026 21:09:13 +0000 https://www.investmentexecutive.com/?p=534897 Plus, updates on contract dispute with SeeWhy and last year's human rights complaint

The post In latest court filing, Advocis alleges cybersecurity firm inflated costs appeared first on Investment Executive.

]]>
Cybersecurity firm in contract dispute with Advocis doubles down on allegation of cost cutting https://www.investmentexecutive.com/news/industry-news/cybersecurity-firm-in-contract-dispute-with-advocis-doubles-down-on-allegation-of-cost-cutting/ Fri, 19 Sep 2025 13:16:21 +0000 https://www.investmentexecutive.com/?p=520653 Complaints about the firm’s services are “a construct,” a reply and defence to counterclaim states

The post Cybersecurity firm in contract dispute with Advocis doubles down on allegation of cost cutting appeared first on Investment Executive.

]]>
Advocis files counterclaim against SeeWhy Financial Learning https://www.investmentexecutive.com/news/industry-news/advocis-files-counterclaim-against-seewhy-financial-learning/ Thu, 07 Aug 2025 20:59:54 +0000 https://www.investmentexecutive.com/?p=517088 Association alleges it was overcharged, while education provider says agreement terms are clear

The post Advocis files counterclaim against SeeWhy Financial Learning appeared first on Investment Executive.

]]>
Advocis’ 2025 board reflects commitment to governance reform https://www.investmentexecutive.com/news/industry-news/advocis-2025-board-reflects-commitment-to-governance-reform/ Wed, 06 Aug 2025 16:17:58 +0000 https://www.investmentexecutive.com/?p=516862 When considering board candidates, “it’s not a tap on the shoulder,” past chairman Al Jones says

The post Advocis’ 2025 board reflects commitment to governance reform appeared first on Investment Executive.

]]>
Cost cutting drove surplus for Advocis in 2024 https://www.investmentexecutive.com/news/industry-news/cost-cutting-drove-surplus-for-advocis-in-2024/ Fri, 01 Aug 2025 09:01:00 +0000 https://www.investmentexecutive.com/?p=516554 Compensation dropped 28% following “organizational restructuring”

The post Cost cutting drove surplus for Advocis in 2024 appeared first on Investment Executive.

]]>
Advocis launches emerging leaders committee to help grow membership https://www.investmentexecutive.com/news/industry-news/advocis-launches-emerging-leaders-committee-to-help-grow-membership/ Thu, 24 Jul 2025 19:19:58 +0000 https://www.investmentexecutive.com/?p=516018 Participants provide "fresh perspectives," CEO says

The post Advocis launches emerging leaders committee to help grow membership appeared first on Investment Executive.

]]>
CALU to keep Advocis membership requirement https://www.investmentexecutive.com/news/industry-news/calu-to-keep-advocis-membership-requirement/ Mon, 05 May 2025 20:27:44 +0000 https://www.investmentexecutive.com/?p=508752 A member vote didn't meet the two-thirds threshold needed to drop dual membership

The post CALU to keep Advocis membership requirement appeared first on Investment Executive.

]]>
Advocis files $185K counterclaim against Net-Patrol https://www.investmentexecutive.com/news/industry-news/advocis-files-185k-counterclaim-against-net-patrol/ Mon, 05 May 2025 19:08:45 +0000 https://www.investmentexecutive.com/?p=508853 Cybersecurity firm alleges Advocis breached contract as a strategy to reduce financial obligations

The post Advocis files $185K counterclaim against Net-Patrol appeared first on Investment Executive.

]]>
Advocis faces second lawsuit, human rights complaint https://www.investmentexecutive.com/news/industry-news/advocis-faces-second-lawsuit-human-rights-complaint/ Fri, 28 Feb 2025 22:03:43 +0000 https://www.investmentexecutive.com/?p=503486 The association has faced five claims in the past 14 months

The post Advocis faces second lawsuit, human rights complaint appeared first on Investment Executive.

]]>
Advocis CEO commits to paying back contingency fund, communicating about finances https://www.investmentexecutive.com/news/industry-news/advocis-ceo-commits-to-paying-back-contingency-fund-communicating-about-finances/ Tue, 25 Feb 2025 20:38:14 +0000 https://www.investmentexecutive.com/?p=503244 During a fireside chat, Kelly Gorman also presented a plan for increasing membership and promoting the CLU

The post Advocis CEO commits to paying back contingency fund, communicating about finances appeared first on Investment Executive.

]]>