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Media Articles
InvestmentExecutive.com - Articles
Regulatory changes for advisors could range from compensation models to disclosure
IIROC CEO praises existing standards but cautions that global changes could affect Canada (IE:TV)
Monday, June 14, 2010
Advisors can learn from the strategies of institutional investors
The biggest investors still rely on diversification, but with new twists
Tuesday, June 15, 2010
Retired clients represent a growing opportunity
Sun Life vp advises focusing on older clients who are looking for all their financial planning under one roof
Tuesday, June 15, 2010
Estate issues a key concern for many holders of TFSAs
Only an estimated 25% of Canadians have Tax Free Savings Accounts and most are over 65
Tuesday, June 15, 2010
Comprehensive financial planning leads to greater client optimism
Planners have longer and deeper relationships with clients who receive full planning services
Wednesday, June 16, 2010
Educating clients about the consequences of early RRSP withdrawals
Tapping RRSPs while still young can seriously reduce long term growth
Wednesday, June 16, 2010
Canadians confused on TFSA withdrawal rules, penalty calculations: Golombek
Advisors encouraged to ensure clients complete all of the required paperwork for transferring funds
Thursday, June 17, 2010
InvestmentExecutive.com - Videos
Fee-based vs. commissions survey tops conference lineup
Sunday, May 31, 2010
IIROC CEO on regulation in Canada, UK, U.S. and Australia
Monday, June 14, 2010
Five common investor mistakes from behavioural finance
Monday, June 14, 2010
Family lawyer details asset ownership rules surrounding marriage, divorce
Tuesday, June 15, 2010
Assessing and calming client emotions in today’s markets
Tuesday, June 15, 2010
Fee vs. commissions, pt. 1: Survey reveals models’ similarities
Tuesday, June 15, 2010
Fee vs. commissions, pt. 2: Survey says richest clients pay fees
Tuesday, June 15, 2010
Golombek: Latest on TFSA rules, over-contribution penalties
Wednesday, June 16, 2010
Changes to CPP that could help clients
Wednesday, June 16, 2010
“Underused” strategy: Sale of life policy to corporation
Wednesday, June 16, 2010
New financial planning research advisors shouldn’t miss
Wednesday, June 16, 2010
Economist: GDP revisions, risks to Canada -- plus a U.S. outlook
Wednesday, June 16, 2010
Sales guru’s tips on selling critical illness insurance
Thursday, June 17, 2010
The Investment and Insurance Journal - Articles
Taxation decision on interest deductibility called reassuring
Jamie Golombek - Managing Director of Tax and Estate planning CIBC
August 2010
Comprehensive planning helps clients financially and emotionally
Cary List - President and CEO of the FPSC
August 2010
Clients conflicted about meaning of risk
Dave Pickett - Senior VP of Practice Management TD
August 2010
What if...
a client wants to transfer a life insurance policy?
James Kraft - President of PlanningWise
September 2010
Wealthy clients can benefit from life insurance
Florence Marino - AVP of tax and estate planning-Manulife Financial
October 2010
Business owners should
consider individual pension plans
Normand Frenette - Head of retirement practice-Buck Consultants
October 2010
Rueters - Articles
INTERVIEW-Canada eyes reforming financial adviser payments
Susan Wolburgh Jenah - president and chief executive of IIROC interviewed
Britain to ban commission-based compensation for advisers
Australia also looking at moving to fee-based system
Tuesday June 15, 2010
Canadians say financial advice improves well-being
Cary List - President and Chief Executive of FPSC
Tuesday June 15, 2010
Sun Life to launch retirement-planning websites
Kevin Strain- Senior VP of Sun Life Financial Canada
Wednesday June 16, 2010
WEALTH MANAGER-Estate-planning can benefit client and adviser
Kevin O'Brien - Estate-planning incorporates many financial products
Brad Hyde - Getting clients engaged in a difficult topic
So should an adviser bring up the topic with clients?
Tuesday July 6, 2010
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