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Company: Advocis

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New site will help investors find an advisor in their area

  • By: IE Staff
  • November 8, 2013 December 14, 2017
  • 10:05

Choice and access to financial products, services and advice will diminish if compliance costs are not reined in, says Advocis CEO

Advocis has moved to support new, stricter credentials and standards for those calling themselves "financial advisors"

Advocis model would regulate the use of the title “financial advisor”

  • By: IE Staff
  • February 20, 2013 February 20, 2013
  • 14:00

Harley Lockhart succeeds Dean Owen

7% RST applied to critical illness and disability insurance

  • By: IE Staff
  • June 14, 2012 June 14, 2012
  • 16:00

The new chairman of Advocis wants to ensure advisors have a say on issues such as fiduciary standards and compensation

New slate of directors elected

  • November 28, 2011 November 28, 2011
  • 16:20

Financial literacy is another issue that presents opportunity for advisors to get involved

ICBC wants to make it easier for MGAs to report bad agents directly to the regulators