Top Stories
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CCIR calls for increased client protection
Danielle Boulet, chairwoman of the Canadian Council of Insurance Regulators, says CCIR wants to formalize the industry’s long-standing concern about fair treatment of clients
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Ex PI Financial rep banned, fined $150,000
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CPP Fund assets grow to record $161.6 billion
Also in the News
IE Extra
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Ex pro hockey player focuses on tax saving strategies for HNW clients
In part 11 of this 12-part series, former professional hockey player Brian Scott, principal advisor and owner of Scott Insurance in Toronto, describes how repetition and focus keeps him at the top of...
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2012 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He gives a preview of conference highlights...
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Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica advisors in his first year. He shares his...
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Fehr: Encourage clients to stay invested in times of pullback
Craig Fehr, Canadian market strategist for Edward Jones, says market pullbacks caused by concerns over European debt crisis and slow down of European and emerging economies should not be a reason for...
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Keeping costs down
Address this issue, before the client does. Consider these suggestions from Dan Hallett to reduce client portfolio costs - without taking a big pay cut.
Special Feature
Winning Strategies 2012
Advisors share their success stories in this weekly video series with Dan Richards
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Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
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Nairne: Winning tax strategies for high net worth clients
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Planner uses patience and metaphor to help clients transition to retirement
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Rosentreter: Writing emails that engage prospects
Special Feature
2012 Brokerage Report Card
Of two minds: Advisors are seeing positive signs as their books of business and pay are rising, but the ratings they give their firms are mixed.
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Key themes of the 2012 Brokerage Report Card
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Fortunes begin to diverge
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2012 Brokerage Report Card main chart
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A beacon of hope for advisors