Advocis | Investment Executive https://www.investmentexecutive.com/tag/advocis/ Canada's news source for financial professionals Fri, 19 Sep 2025 13:26:44 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 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 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

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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

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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

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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”

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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

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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

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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

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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

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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

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Cybersecurity firm sues Advocis for $560K https://www.investmentexecutive.com/news/industry-news/cybersecurity-firm-sues-advocis-for-560k/ Mon, 24 Feb 2025 23:50:45 +0000 https://www.investmentexecutive.com/?p=503118 The association originally hired the firm to investigate wrongdoing by employees and executives, the claim states

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