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  1. Back Issue

    Adding ETFs

    Jade Hemeon
    Mutual fund firms face obstacles in offering ETFs
  2. James Langton
    Compensation models reward reps for selling certain products
  3. Megan Harman
    HollisWealth’s business model is close to that of IA
  4. Tessie Sanci
    And less than half of Canadian investors say their advisor is trustworthy and honest
  5. Fiona Collie
    The regulator pulled out all the stops to engage a wide range of contestants from the developer community, ranging from high-school students to a team from Deloitte
  6. Catherine Harris
    Uncertainties include Trump's promises to tear up trade agreements and household debt that continues to climb
  7. Danny Bradbury
    Microsoft's latest operating system has some built-in security measures, but it also comes with some built-in privacy issues. You'll need to take a few simple steps to ensure your data are safe
  8. Dan Richards
    Financial advisors could learn valuable lessons from American Express - on attracting, retaining and communicating with clients - in this increasingly competitive environment. Speed and innovation are key
  9. Tessie Sanci
    Sandi Martin offers fee-only planning services to a far-flung base of clients from the comfort of her home in Ontario's picturesque cottage country
  10. George Hartman
    Figuring out how much your business is worth is both an art and a science. Once you understand the five principles of practice valuation, follow these steps to determine an appropriate price range