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Wealth Professional | 04 Dec 2013, 12:00 AM Agree 0
The Advocis Financial Advisors Index will incorporate the feedback from 500 of its members to measure industry confidence, based on key indicators from their clients.
  • Roy A. | 04 Dec 2013, 09:52 AM Agree 0
    I totally agree with Mr. Cahill. Advocis was originally an insurance salespersons trade association, when it combined with the much smaller CAFP in 2002. It would thus seem to only have a subset of all financial advisors, and hardly representative of the broader financial advisory industry that also includes financial planners and investment advisors.
  • Kevin Cahill | 04 Dec 2013, 11:45 AM Agree 0
    Thanks Roy, I am most upset that they will be recruiting certain advisors. Have a survey ask everyone who is a member like CFIB does.
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