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All items tagged with: Independent Financial Brokers

Your Feedback Needed: Proposals to Restrict Referral Arrangements

Posted: December 04, 2018
Posted in: Strategic Thinking, Current Issue , Financial Advisor, IFB, Independent Financial Brokers, CSA, Canadian Securities Administration, investment advisor, Client focused reforms, Referral Arrangement Restrictions

The Canadian Securities Administrators (CSA) have proposed restrictions on fees related to referral arrangements. The Independent Financial Brokers of Canada (IFB) wants to better understand the impacts of these proposals and has asked for the participation of financial services professionals in a survey, which is open to both IFB members and others in the financial services industry.

IFB and Knowledge Bureau Announce Educational Alliance

Posted: September 03, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , compliance, knowledge bureau, Evelyn Jacks, financial services, financial education, financial conference, Canadian conferences, IFB, Independent Financial Brokers, Nancy Allan

The Independent Financial Brokers of Canada (IFB) and Knowledge Bureau are pleased to announce a strategic educational alliance to bring a new academic path to the continuing professional development of over 4000 IFB members.

Evelyn Jacks Keynote on 2018 Tax Changes

Posted: March 19, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, ce credits, financial services, financial conference, Canadian conferences, IFB, Independent Financial Brokers, financial eduction, Winnipeg conferences, financial broker

It’s time to talk about the 2018 tax changes and how they affect planning before the end of 2018. Knowledge Bureau’s Evelyn Jacks will be a keynote speaker at IFB’s 2018 Winnipeg Regional Event on May 16, 2018 and on the CE Summit tour May 29 to June 16, 2018.