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Site Map
Site Map for October 2015
Date
Title
Oct 30, 2015
Daily Wrap-up: TSX drops sharply as GDP pace slows
Oct 30, 2015
Forget snowbirds – OAS system is hurting average Canadians
Oct 30, 2015
Murder-for-insurance case shocks Ottawa
Oct 30, 2015
The best pension nobody uses
Oct 30, 2015
Insurer partners for Innovation Challenge
Oct 30, 2015
Ontario gains at the expense of other provinces
Oct 30, 2015
The diplomatic leader: How to agree to disagree
Oct 30, 2015
Are rates headed up or down? That depends where you live
Oct 30, 2015
Major manager to cut fees on funds
Oct 30, 2015
IIROC gets green light for cost recovery changes
Oct 30, 2015
Morning Briefing: World stocks mixed on regional issues
Oct 29, 2015
Daily Wrap-up: Bombardier, Potash pull TSX lower
Oct 29, 2015
Major financial services firm to cut management fees on funds, focus on lower volatility
Oct 29, 2015
The five flaws of the Cummings Report
Oct 29, 2015
Canada's senior snowbirds face significant pension clawbacks
Oct 29, 2015
IIROC hands out $400,000 fine for supervision violation
Oct 29, 2015
Shell sinks oilsands project
Oct 29, 2015
Home bias rears its ugly head once more
Oct 29, 2015
Why you need motivated and capable employees
Oct 29, 2015
Morning Briefing: Japan gains on industrial output spike
Oct 28, 2015
Daily Wrap-up: Oil price surge helps TSX to 1 per cent gain
Oct 28, 2015
Quebec hits tobacco companies where it hurts
Oct 28, 2015
OSC to offer millions to whistleblowers
Oct 28, 2015
Is it ever too early to disclose fees?
Oct 28, 2015
Advisors continue to question CSI monopoly
Oct 28, 2015
There is a reason to be excited about the TPP
Oct 28, 2015
Common disorder killing advisor sales
Oct 28, 2015
Fund provider shuts funds
Oct 28, 2015
Put ORPP on hold until Trudeau weighs in: association
Oct 28, 2015
CPPIB commits US$2bn to new investments
Oct 28, 2015
Morning Briefing: Global stocks mixed, Fed awaited
Oct 28, 2015
Leading and following
Oct 27, 2015
Daily Wrap-up: Energy stocks fall again as crude hits 2-month low
Oct 27, 2015
IIROC comes down hard on dealer
Oct 27, 2015
Quebec startups get $10m investment boost
Oct 27, 2015
Consumer suspicion hamper industry growth
Oct 27, 2015
Are your clients happy enough?
Oct 27, 2015
Morning Briefing: Oil prices dominate markets, Fed weighed
Oct 27, 2015
The key to creating shareable social media videos
Oct 27, 2015
Why your client might want to donate their best performing stock to charity
Oct 26, 2015
Daily Wrap-up: Resources, Valeant drag TSX down 1 per cent
Oct 26, 2015
Cummings report: Advisor reaction
Oct 26, 2015
Independent advisors break taboo in the name of fiduciary standard
Oct 26, 2015
Drugmaker’s fall makes case for diversification
Oct 26, 2015
Advisors make mistake with CI choices
Oct 26, 2015
Depression can affect the business bottom line
Oct 26, 2015
Wealth planner among FIFA rogues gallery
Oct 26, 2015
Morning Briefing: Chinese rate cut boosts Asia, Europe lower
Oct 26, 2015
Client service excellence – with more than a smile
Oct 23, 2015
Daily Wrap-up: TSX closes higher on Europe, China
Oct 23, 2015
IIROC considers settlement for key player
Oct 23, 2015
CI makes huge acquisition
Oct 23, 2015
Technology Stocks Lead Rally as S&P 500 Wipes Out Loss for Year
Oct 23, 2015
Insurance allegedly at the heart of stepchild’s death
Oct 23, 2015
Election a game-changer for pot investments
Oct 23, 2015
Oil rut places advisors at a crossroads
Oct 23, 2015
The Alzheimer’s coverage solution that advisors are ignoring
Oct 23, 2015
Tech IPOs to the rescue
Oct 23, 2015
Insurer partners with RTO to focus on senior care
Oct 23, 2015
Morning Briefing: ECB speech boosts global markets
Oct 23, 2015
Five mistakes to avoid when starting a new business
Oct 22, 2015
Daily Wrap-up: TSX rebounds on oil, ECB
Oct 22, 2015
The Cummings Report hits the street
Oct 22, 2015
Five reasons why you deserve to charge more than 2% of AUM
Oct 22, 2015
Large independent firm says ‘no’ to robos
Oct 22, 2015
Wealth managers await Liberal action on TFSA
Oct 22, 2015
OSC seeks ban on former CFL star
Oct 22, 2015
Morning Briefing: Global stocks higher ahead of European Central Bank
Oct 22, 2015
10 lessons from a small business owner
Oct 21, 2015
Daily Wrap-up: TSX down 1 per cent as BoC downgrades outlook
Oct 21, 2015
Supercharged IPO outpacing competition
Oct 21, 2015
Liberal win changes ORPP plans, argues advisor
Oct 21, 2015
Where interest rates are going…
Oct 21, 2015
Lamar Odom’s lesson No. 2 for advisors
Oct 21, 2015
Hybrid policies not a panacea: advisor
Oct 21, 2015
Mutual funds remain top investment choice
Oct 21, 2015
Japanese insurance conglomerate gets broken up
Oct 21, 2015
Morning Briefing: China in focus as stocks slide
Oct 21, 2015
The people factor
Oct 20, 2015
Daily Wrap-up: Liberals give Canadian stocks a lift as global equities slip
Oct 20, 2015
One fund provider launches; another pulls product
Oct 20, 2015
Ottawa’s new economic agenda
Oct 20, 2015
Advisors: here’s how to capture this all-important client base
Oct 20, 2015
Morning Briefing: Oil price drop impacts global stocks
Oct 20, 2015
Execution: the holy grail of business?
Oct 20, 2015
Identifying legitimate charitable organizations and their impact
Oct 19, 2015
Daily Wrap-up: Oil down 3 per cent, TSX dips
Oct 19, 2015
Lamar Odom tragedy highlights importance of living wills
Oct 19, 2015
Advisors continue to be underwhelmed by underwriting
Oct 19, 2015
Active beats passive over three-year period
Oct 19, 2015
U.S. advisor: Canadian insurers top drawer
Oct 19, 2015
Are Canadian investors shedding their training wheels?
Oct 19, 2015
Coverage that naturally leads to the advisor role
Oct 19, 2015
Why it’s essential to make time to play every day
Oct 19, 2015
Morning Briefing: China’s GDP lowest since 2009
Oct 16, 2015
Daily Wrap-up: TSX rebounds on financials, oil
Oct 16, 2015
The newest opportunity for seg funds is…?
Oct 16, 2015
Advisors’ three must do’s for success
Oct 16, 2015
Wynne offers ORPP election loophole
Oct 16, 2015
Far out Friday: Chinese investors getting aggressive with advisors
Oct 16, 2015
Insurer partners with Pollution Probe in new campaign
Oct 16, 2015
Does the next wave of young advisors have the Right Stuff?
Oct 16, 2015
Morning Briefing: China stimulus hopes, Oil higher
Oct 16, 2015
Brand new
Oct 15, 2015
Daily Wrap-up: TSX declines on resources, Valeant
Oct 15, 2015
Acquisition bolsters industry’s independent segment
Oct 15, 2015
Market that inspired CRM2 now in the hot seat
Oct 15, 2015
Advisor sets new standard with retention initiative
Oct 15, 2015
Fund puts billionaires to work
Oct 15, 2015
Morning Briefing: Markets gain on Fed rate hold
Oct 15, 2015
Five steps to attract more and better clients with less effort
Oct 14, 2015
Daily Wrap-up: TSX strikes gold to close higher
Oct 14, 2015
Robo move may transform industry
Oct 14, 2015
Deferred compensation: A new market for advisors to exploit?
Oct 14, 2015
Crossing Donald Trump can pay dividends
Oct 14, 2015
Life activity continues looking up
Oct 14, 2015
Opportunities to sell K&R are there for life agents
Oct 14, 2015
Building your business by eliminating product?
Oct 14, 2015
Morning Briefing: China’s weak inflation hits markets
Oct 14, 2015
Leaders and managers: Your business needs both
Oct 13, 2015
Daily Wrap-up: TSX slumps almost 1 per cent as energy stocks decline
Oct 13, 2015
IIROC advisor faces sanctions for alleged theft
Oct 13, 2015
Canadians facing big capital gains hit
Oct 13, 2015
Involving the family in charitable planning
Oct 13, 2015
Morning Briefing: Global stocks lower, Chinese data weak
Oct 13, 2015
Business survival: the battle for relevance
Oct 12, 2015
The first of the ‘Big Six’ enters robo-advisor fray
Oct 12, 2015
The very survival of independents looms on the horizon
Oct 12, 2015
Advisors love their work… but!
Oct 09, 2015
Daily Wrap-up: TSX breaks for the holiday weekend with mild losses
Oct 09, 2015
Embedded commission guys face headwinds on fees
Oct 09, 2015
Blue Jays serve up lesson for advisors
Oct 09, 2015
What do Canadians think of financial planners?
Oct 09, 2015
Can a life advisor prevent murder?
Oct 09, 2015
Another challenge to handling LTC policies
Oct 09, 2015
Leadership roles remain a male domain: study
Oct 09, 2015
Morning Briefing: World markets higher following Fed, oil prices higher
Oct 09, 2015
Why Business Plans Don’t Work – and how to fix it so they do
Oct 08, 2015
Daily Wrap-up: Another higher close for the TSX as oil gains almost 4 per cent
Oct 08, 2015
ORPP development reveals government’s commitment
Oct 08, 2015
Blue Jays playoff run plays off
Oct 08, 2015
‘Diva’ advisor faces new client lawsuit
Oct 08, 2015
Fiduciary standard no defense against Madoffs of the world
Oct 08, 2015
Investors want public disclosures of environmental footprints
Oct 08, 2015
Morning Briefing: Fed in focus, China returns to work
Oct 08, 2015
5 body language no-nos that could lose you clients
Oct 07, 2015
Daily Wrap-up: TSX ends higher, Oil reverses
Oct 07, 2015
The good, the bad, and the ugly… of debt
Oct 07, 2015
Creditor insurance saga continues
Oct 07, 2015
Emerging markets getting more enticing by the day
Oct 07, 2015
Student athlete gets $3 million insurance windfall
Oct 07, 2015
A New Way to Sell Insurance? More and More Canadians Turn to Cryogenics to Extend Life
Oct 07, 2015
Diversity in company culture taking on a new importance
Oct 07, 2015
Morning Briefing: Oil boost equity markets
Oct 07, 2015
Star Power
Oct 06, 2015
Daily Wrap-up: Resources keep TSX in the black despite data
Oct 06, 2015
The advisor’s path to a 3000% return
Oct 06, 2015
How to attract top-tier women to wealth management
Oct 06, 2015
Economic recovery will be “riddled with risks:” report
Oct 06, 2015
5 steps to a killer brand
Oct 06, 2015
Morning Briefing: Global stocks higher ahead of Q3 earnings
Oct 06, 2015
How much should clients give to charity?
Oct 05, 2015
Daily Wrap-up: TSX soars as oil prices advance
Oct 05, 2015
TPP accord could spell more business for advisors
Oct 05, 2015
Big bank goes robo
Oct 05, 2015
The move towards ETFs
Oct 05, 2015
The new ‘hot’ insurance product
Oct 05, 2015
A field day for active management critics?
Oct 05, 2015
Court ruling makes regulators judge and jury of advisors
Oct 05, 2015
What’s driving up plan sponsor costs
Oct 05, 2015
Clients with advisors are saving for retirement
Oct 05, 2015
What’s keeping you from getting more life business
Oct 05, 2015
Morning Briefing: Market sentiment lifts on Fed, oil
Oct 05, 2015
5 ways to make your web (re) design easier
Oct 02, 2015
Daily Wrap-up: Markets wobble on US jobs, end higher
Oct 02, 2015
Insurance scam hits TTC
Oct 02, 2015
Home-grown terrorists create insurance conundrum
Oct 02, 2015
The big compromise on fiduciary standard
Oct 02, 2015
Advisor gains entry to ‘closed market’
Oct 02, 2015
Advisors seize sales opportunity with falling loonie
Oct 02, 2015
Critical Illness mis-sold expert says
Oct 02, 2015
Canadian investors tap into largest emerging market
Oct 02, 2015
Morning Briefing: World stocks gain ahead of US jobs data
Oct 02, 2015
Looking after number one
Oct 01, 2015
Daily Wrap-up: TSX slides on oil decline
Oct 01, 2015
Leveraging technology to offer better service
Oct 01, 2015
Brokerage lassoes capital markets veteran
Oct 01, 2015
Elimination of DSC would kill independent firms
Oct 01, 2015
Alleged fraud pits advisor against brother
Oct 01, 2015
Industry paves way for fee-based advisors, clients
Oct 01, 2015
Morning Briefing: World stocks rally despite data
Oct 01, 2015
How to be a better negotiator