Jennifer McLaughlin

CIFPs conference update: What is a financial planner?

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Whatever the definition, Bowman pointed out the need for superior advice. “Consumers know that there are more products, more complex […]

By Jennifer McLaughlin | June 6, 2003

4 min read

Industry

CIFPs wrap-up: Complete coverage from new association’s inaugural conference

(June 2003) The Canadian Institute of Financial Planners (CIFPs) held its inaugural conference in Huntsville, Ontario, in June, with a strong thematic emphasis on family and community emerging from the two-day event. Taking in education sessions ranging from an update on the state of the CFP designation globally to a roundtable discussion on the definition […]

By Jennifer McLaughlin | June 5, 2003

2 min read

Industry

CIFPs conference update: Planner’s

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Geller advised not only documenting what you say to clients, but also to use regular stock phrases in your notes. […]

By Jennifer McLaughlin | June 5, 2003

4 min read

Industry

CIFPs conference update: Association counting on community, clarity to woo new members

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Costello also outlined some of the future plans for the association, including alliances with the Financial Planners Standards Council and […]

By Jennifer McLaughlin | June 4, 2003

3 min read

Industry

CIFPs inaugural conference update: A look inside the global CFP village

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage “Canadians need a more holistic approach to advice,” Carpenter added. “CFPs are in a position to provide it.” Although the […]

By Jennifer McLaughlin | June 4, 2003

3 min read

Industry

CIFPs inaugural conference update: CIFPs elects John Charrette first chair of association

Ian Skaith, CFP, CIM, London, Ontario Lloyd Snyder, CFP, Charlottetown, Prince Edward Island Barbara Tarr, CFP, RFP, TEP, Toronto, Ontario K.C. Tsirigotis, CFP, CIM, FCSI, Surrey, British Columbia Marion Weisgerber, CFP, Watson, Saskatchewan Electing a chair and vice-chair was equally easy, as the CIFPs only had one nominee in each category. Along with appointing Charrette […]

By Jennifer McLaughlin | June 3, 2003

2 min read

Industry

Family matters: CIFPs gears up for first conference

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage It’s also a family-oriented event. A lot of people are bringing their spouses and children with them. We have a […]

By Jennifer McLaughlin | May 30, 2003

3 min read

Industry

More than principle: David Brown explains why Ontario regulator needs to adopt rules

(May 23, 2003) In a post-Enron world, securities regulators must address corporate governance in a robust manner and propose reform, says Ontario Securities Commission (OSC) chair, David Brown. In a speech today given at the Toronto Board of Trade in downtown Toronto, Brown expressed that governing principles — a Canadian tradition — are no longer […]

By Jennifer McLaughlin | May 23, 2003

3 min read

Planning and Advice

Client resolution: Strategies to keep frustrated clients happy

Related News Stories Dealing with difficult clients Your month-by-month guide to reaching out and touching clients in 2003 Communicating around volatility The PITA (pain in the a— ) client: This term was coined by Dan Richards in 1998. A PITA client focuses on the negative, McMahon explains, whether it be the current markets or the […]

By Jennifer McLaughlin | April 14, 2003

6 min read

Industry

Improve relationships or risk losing wealthy clients, advisors warned

(March 25, 2003) The love affair between advisors and high net worth (HNW) clients is ending, according to one speaker at the 83rd annual Ontario Sales Congress of the Peel Institute of Applied Finance in Toronto. But there are opportunities for advisors to build a fence around their affluent clients by developing true partnerships and […]

By Jennifer McLaughlin | March 28, 2003

3 min read

Industry

Future looks bright for advisors willing to change, says IPC exec

(March 21, 2003) Advisors have been too busy making a living to notice their business has changed in the last 10 years, financial advisors heard yesterday at the 83rd Annual Ontario Sales Congress of the Peel Institute of Applied Finance in Toronto. “When I first started, I could have run my business out of my […]

By Jennifer McLaughlin | March 21, 2003

3 min read

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