Advocis – Investment Executive

Advocis appoints new CEO as it rebuilds following its financial crisis

michelleschriver — Fri, 13 Sep 2024 21:25:08 +0000

The appointment is effective Sept. 23

michelleschriver — Thu, 27 Jun 2024 21:09:43 +0000

With cash flow stabilized, the national association for financial advisors is planning for recovery

michelleschriver — Thu, 04 Apr 2024 19:40:15 +0000

Association paid outstanding invoice, plus interest and majority of legal fees, SeeWhy says

michelleschriver — Tue, 13 Feb 2024 19:57:31 +0000

The national financial advisors association alleges it was overcharged

melissa — Fri, 09 Feb 2024 20:23:23 +0000

Longtime president and CEO alleges he was let go without notice

Maddie Johnson — Mon, 06 Nov 2023 21:52:26 +0000

Survey shows the effects of inflation and higher borrowing costs

melissa — Thu, 24 Aug 2023 18:33:21 +0000

The association extended its line of credit, got a loan and tapped into its $5.5-million reserve fund

Katie — Tue, 16 May 2023 18:00:43 +0000

Raymond James names a new head of investment strategy, while iA shakes up its executive team

Katie — Fri, 22 Jul 2022 19:38:00 +0000

Updates were made to various industry boards

melissa — Tue, 19 Jul 2022 14:23:55 +0000

The Coast Capital Savings executive takes over from Rob Eby