Darin Diehl

Getting to know you

(October 2005) This issue marks my last as part of the Advisor Group. For five years I’ve had the privilege of leading a team dedicated to producing the best magazine, website, conferences and newspaper for financial professionals in Canada. As I embark on a new adventure, I leave behind a talent-rich team that will no […]

By Darin Diehl |October 17, 2005

3 min read

Industry

Advocis Conference Update: Undesignated advisors now welcome

(May 13, 2005) Canada’s largest advisor association has a problem. It’s not large enough. As announced Thursday at the association’s annual conference taking place in Halifax, Advocis is essentially reversing its strategy of restricting its membership base to designation-holding advisors — specifically those who hold either the CLU or CFP. Incoming vice-chair Roger McMillan says […]

By Darin Diehl |May 13, 2005

3 min read

Industry

Inside Edge: The right stuff

(November 2004) This fall has seen the unveiling of three new studies for advisors seeking to attract affluent clients. According to these reports, the most profitable and sustainable business models for these advisors involve three key elements. It’s about being on the right platform, having the right service offering and building the right team. Let’s […]

By Darin Diehl |November 17, 2004

3 min read

Industry

Inside Edge: Making sense of Dollars & Sense

(October 19, 2004) “Everybody’s talkin’ at me. I don’t hear a word they’re sayin’.” Perhaps you recognize the opening lines to Harry Nilsson’s hit single from the soundtrack of Midnight Cowboy, the Academy Award winner for Best Picture in 1969. With this year’s Annual Dollars & Sense Survey pegging the average advisor’s age at 46.4 […]

By Darin Diehl |October 19, 2004

3 min read

Industry

IDA conference update: Forbes warns regulators may thwart risk-taking

(June 14, 2004) Billionaire and editor-in-chief of Forbes magazine Steve Forbes warns that governments and regulators in the post-Enron environment must be cautious not to stifle entrepreneurial and investment risk-taking. During his luncheon address to the 88th annual IDA conference in Mont Tremblant, Quebec, Forbes expressed his concerns that in the effort to right the […]

By Darin Diehl |June 15, 2004

2 min read

Industry

IDA conference update: Oliver calls for super self-regulator, more enforcement muscle

(June 14, 2004) IDA president and CEO Joe Oliver says the financial services industry and the public it serves might well be better off with a single self-regulatory organization combining the regulatory powers of the IDA, the MFDA, the TSX and the Montreal Bourse. “We could create a single organization that would be functional for […]

By Darin Diehl |June 14, 2004

2 min read

Industry

Pension plan sponsors need advisors — but not all should apply

(February 5, 2004) Pension plan sponsors looking to provide their employees with education and advice about their plans should engage the services of financial planners. But they should also be sure to hire qualified, properly resourced firms or individuals, says Advocis chair Brian Mallard. Mallard — speaking to a room full of defined contribution plan […]

By Darin Diehl |February 5, 2004

3 min read

Industry

Advisor.ca says

(December 24, 2003) As 2003 draws to a close, advisors look back on the year with mixed emotions. Like the two previous years before it, 2003 provided advisors with both challenges and opportunities — although many of you have told us you received more than your share of the former. While the hangover from a […]

By Darin Diehl |December 24, 2003

2 min read

Industry

IDA conference update: Berkshire exec says compliance costs will fell advisors, dealers

Offshore account ownership must be disclosed, IDA says Retail dealers surviving as profits collapse Market cons facing longer jail sentences, expert says (June 26, 2003) Compliance costs for mutual fund dealers and their advisors are “going through the roof,” according to Berkshire’s chief operating officer Frank Laferriere, who also serves as the company’s chief financial […]

By Darin Diehl |June 26, 2003

2 min read