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.
June 21, 2018 IFB welcomes the announcement today that Canadian Securities Administrators (CSA) members have reached agreement on a set of reforms to enhance the relationships between investors, advisors and firms. IFB says the CSA has presented a balanced set of reforms that will be positive for investors, while not harming market competition by introducing certain changes that would have had a disproportionately negative effect on smaller, independent firms and advisors. “In particular, IFB is pleased that the CSA has not proposed a ban all embedded commissions”, said Scott Findlay, IFB’s Chair. “At an OSC roundtable on this topic, I said that – as an advisor myself – I share with many IFB members the concern that a ban on […]