Under the leadership of Jim Burton, PPI Financial Group has become a respected boutique house
Insurance groups huddle after Newfoundland and Labrador becomes the first province to see full compensation disclosure
Reported to be in the next federal budget, DSP would help families provide financial security for their severely disabled children
AGF Trust president Mario Causarano says his firm won’t try to poach advisors’ clients: “The advisor owns the relationship”
“Day-to-day actions of advisors” will be examined, says industry practices review committee head
B.C. Court of Appeal allows departing advisors to compile client list — but upholds penalty for copying client records
Agency will accept designation on the appropriate tax slips for the 2006 taxation year, company notification starting in 2007
Independent Financial Brokers says that approved persons could suffer “unfortunate consequences” if proposals are approved
Advisors allowed to take list of “book of business”
One of the most interesting developments to occur recently on the E&O scene is the evolution of policies for firms. Both the Independent Financial Brokers of Canada and Advocis are striving to provide affordable E&O policies for firms.The IFB recently unveiled a corporate plan. “It’s still at the stage at which people are just finding […]