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Advisors’ Report Card
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Firms and advisors begin tough recovery
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Insurance Advisors’ Report Card
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Satisfaction levels increase as firms deliver
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2010 Report Card on Banks & CUs
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Everything’s coming up roses
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2010 Dealers’ Report Card
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Advisors pummel their firms
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2010 Brokerage Report Card
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Time to rebuild
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Top Advisor
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Hiring staff
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Start looking for an assistant before you need one
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Being creative about compensation
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Make your new employee a part of the team
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Firing is never easy, but you can ease the pain
Regulators’ Report Card:
What compliance officers say
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Fiduciary standard debate
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Extend fiduciary duty to broker-dealers: NASAA
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SIFMA supports common standard of care for advisors, broker dealers
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NASAA urges U.S. lawmakers to impose fiduciary duty
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Fiduciary standard would protect investors: SEC
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Russell: Should advisors become fiduciaries?
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Should standard apply to Canadian advisors?
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More complexity, no increase in investor protection
Tech-savvy advisor
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Harnessing technology
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Software to boost your business
Budget 2010
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Jobs, growth focus of federal budget
Advisors go green
Special report
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Company news
Industrial Alliance buys Golden State Mutual business for US$11 million
Block of business involves 120,000 life policies with a face amount of almost US$500 million
September 6, 2010
Omega to trade Canadian debt, U.S. equities
ATS proposes several new order types
September 6, 2010
TD Bank third quarter net profit rises 29% to $1.18 billion
Canada’s five biggest banks earned $4.8 billion in third quarter
September 2, 2010
Laurentian Bank Q3 profit rises 5% to $30.1 million
Loan losses, total revenue grow
September 2, 2010
CI Financial reports $15 million in net redemptions for August
Assets under management edge lower
September 2, 2010
O’Leary Funds launches lawsuit over takeover bid for Boralex Power
Quebec court asked to enforce the existing requirement that 90% of independent unitholders accept any takeover offer
August 31, 2010
Scotiabank says third quarter profit rises 14%
Revenues stay flat
August 31, 2010
Desjardins Financial Security profit up 45% in first half of 2010
Individual savings sales up 45%
August 31, 2010
Aston Hill reports Q2 profit
Navina acquisition boosts AUM to $2.38 billion
August 30, 2010
Court approves combination of Sceptre, Fiera
Fiera Sceptre shares expected to begin trading Sept. 1
August 29, 2010
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Advice for your business
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Make the best of a slow period
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How light affects investment decision making, and more mind science
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Advisors’ books rebounding after market slump
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Financial advice demands more artistry
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