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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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