Great article from Investment Executive featuring FindBob’s CEO, Roland Chan, and his talk at the 2021 IFB Spring Summit on tips for buying and selling a book. Negotiation tips when buying or selling a book
IFB’s Director of Policy and Regulatory Affairs contributed to this article published on Advisor.ca on the risks for advisors in the event of a privacy breach. Don’t be careless with client confidentiality
IFB is pleased to provide you with access to Asset TV’s recently released interview with Peter Wouters, Director of Tax, Retirement & Estate Planning Services at Empire Life, who discussed the growing interest in guaranteed lifetime income and the role of the advisor in finding appropriate solutions, at IFB’s Toronto Spring Summit. Asset TV was the digital media sponsor of the IFB Summit. To view the video click here
Susan Allemang, IFB’s Director of Policy & Regulatory Affairs, was quoted in an article published in the Globe Advisor: “Carrying dealers becoming essential to independent advisors”. “Independent advisors face a lot of competitive forces that are coming from robo-advisors, the banks and the very large, integrated [wealth-management] firms,” she says. “It’s a difficult situation because there is a lot of pressure on the independent channel.” To read the full article published by Globe Advisor, click HERE
IFB is pleased to announce that Ontario’s Minister of Finance, the Honourable Vic Fedeli, will be the opening keynote speaker at the Toronto Fall Summit, on November 6, 2018. The Ontario government has been taking new directions on a number of fronts, including financial services. Most recently, the government questioned whether the proposed changes to the client-advisor relationship, including banning DSCs, is the right direction for securities regulation. Come and hear what Minister Fedeli has to say about his government’s thinking on where financial advice and regulation is headed for Ontarians. Don’t miss this opportunity! Register today.