Site Map for November 2015

Date
Title
Nov 30, 2015
Daily Wrap-up: Oil price jump helps TSX to strong finish
Nov 30, 2015
CI completes acquisition
Nov 30, 2015
OSC investigating alleged $30m real estate fraud
Nov 30, 2015
Doctors realign portfolio management
Nov 30, 2015
The whisky asset class
Nov 30, 2015
Financial managers face million-dollar tax bill
Nov 30, 2015
Ontario making progress on advisor regulation
Nov 30, 2015
Canadian player goes big in Dubai
Nov 30, 2015
No earnings equals no savings which equals no advisors
Nov 30, 2015
Court ruling sweeps in changes to LTD claims
Nov 30, 2015
Insurer plays hardball with senior denied claim
Nov 30, 2015
Family businesses interested in succession planning
Nov 30, 2015
Morning Briefing: Global stocks mixed on Wall Street, Chinese data
Nov 27, 2015
Daily Wrap-up: TSX dips on weak commodities
Nov 27, 2015
The real Asian market threat
Nov 27, 2015
Your impact on the Canadian economy revealed
Nov 27, 2015
Fund company wins important tech recognition
Nov 27, 2015
Wealth management veterans head list of Canada’s most powerful
Nov 27, 2015
Industry is forever changing
Nov 27, 2015
Firm surpasses key target by 80%
Nov 27, 2015
Cue the gold comeback?
Nov 27, 2015
Early Christmas gift for life advisors?
Nov 27, 2015
Advisors’ ORPP hopes dashed
Nov 27, 2015
Billion-dollar tech startup runs afoul of insurance regulators
Nov 27, 2015
Insurer seeks more private-market investing
Nov 27, 2015
Morning Briefing: Black Friday gloom for Chinese equities
Nov 26, 2015
Daily Wrap-up: TSX closes with slight gains despite oil decline
Nov 26, 2015
OSC charges alleged stock scammers
Nov 26, 2015
Returns dropped this year? No problem…maybe
Nov 26, 2015
When does a lack of ‘suitability’ equal financial abuse?
Nov 26, 2015
Why it may take only seconds to lose a prospective client
Nov 26, 2015
Advisor accused of diverting client funds for renovations
Nov 26, 2015
Investors go to boot camp
Nov 26, 2015
Renewed call for standardizing advisor certification
Nov 26, 2015
Equities remain constructive on both sides of border
Nov 26, 2015
The problem of execution
Nov 26, 2015
Morning Briefing: World markets focus on ECB
Nov 25, 2015
Daily Wrap-up: Bumpy ride for oil leads to flat TSX
Nov 25, 2015
Pimco sues Citibank over ‘defective’ mortgage securities
Nov 25, 2015
Potential DSC downside emerges
Nov 25, 2015
More regulation for advisors
Nov 25, 2015
‘Diva' advisor heads to bankruptcy court
Nov 25, 2015
DIY investing coming in, advisors going out?
Nov 25, 2015
What advisors can do to protect client information
Nov 25, 2015
Investment to replace oil?
Nov 25, 2015
A strong greenback in 2016?
Nov 25, 2015
The product life advisors can’t afford to ignore
Nov 25, 2015
Insurance reform on the horizon
Nov 25, 2015
Innovation hampered by one missing piece
Nov 25, 2015
Relevance in the Digital Age
Nov 25, 2015
Morning Briefing: Geopolitics weighs on markets
Nov 24, 2015
Daily Wrap-up: TSX closes higher as Middle East tensions boost oil
Nov 24, 2015
Advisors stand their ground on ‘closet indexing’
Nov 24, 2015
Football star faces down giant in wealth management
Nov 24, 2015
The rise and fall of the robo-advisor
Nov 24, 2015
China threat re-emerges for Canadian economy
Nov 24, 2015
$160B pharma merger announced
Nov 24, 2015
Bad news for Air Canada
Nov 24, 2015
Should Canada be worried by America’s shrinking real growth?
Nov 24, 2015
Collective Intelligence
Nov 24, 2015
Morning Briefing: Global markets mixed on oil, terrorism
Nov 23, 2015
Daily Wrap-up: TSX lower as commodities slide
Nov 23, 2015
Another fund company jumps into ETFs
Nov 23, 2015
Wealth management firm continues acquisition spree
Nov 23, 2015
Unlikely defender for trailing commissions
Nov 23, 2015
Regulator changes prompts sale of insurer’s wealth arm
Nov 23, 2015
Surprising downside to limiting fee choice
Nov 23, 2015
Mutual funds sales see spike
Nov 23, 2015
Canadian Pension Plan sniffs out new opportunity
Nov 23, 2015
Alberta’s oil patch reacts to carbon tax
Nov 23, 2015
Insurance payout funding murder defence
Nov 23, 2015
Insurer looking for more private-market investing
Nov 23, 2015
Ontario insurance broker wins major award
Nov 23, 2015
Commodities continue to get hammered
Nov 23, 2015
Morning Briefing: World stocks lower as commodities fall
Nov 20, 2015
Daily Wrap-up: Resources, retail sales weigh on TSX
Nov 20, 2015
Too skinny for life insurance?
Nov 20, 2015
A sad reminder why insurance matters
Nov 20, 2015
New firm to tap into benefits, financial planning sector
Nov 20, 2015
Bye-bye to the MFDA, IIROC and FSCO?
Nov 20, 2015
Foreign selling bodes well for equities
Nov 20, 2015
Financial reforms failing? Think again
Nov 20, 2015
Apple Pay lands in Canada
Nov 20, 2015
Federal government to rescue Bombardier?
Nov 20, 2015
Energy and resource sectors hit investors hard
Nov 20, 2015
It’s up, up, up and away
Nov 20, 2015
Morning Briefing: World stocks steady despite lower Wall Street
Nov 19, 2015
Daily Wrap-up: TSX closes higher despite oil concerns
Nov 19, 2015
Why advisors will soon pay more to take home less
Nov 19, 2015
How to marry mutual funds with fee-based compensation
Nov 19, 2015
It looks like some clients aren’t too happy – we’re blaming the web
Nov 19, 2015
Advisors need to start a conversation on annuities
Nov 19, 2015
Another day, another merger
Nov 19, 2015
CFP Board lays out top priorities
Nov 19, 2015
Leading and following
Nov 19, 2015
Morning Briefing: Global stocks advance on Fed’s interest rate prospects
Nov 18, 2015
Daily Wrap-up: Oil drops below $40 but TSX closes higher
Nov 18, 2015
European stocks fall after new Paris gun battle, explosion
Nov 18, 2015
What high-net-worth clients really want in an advisor
Nov 18, 2015
Do clients really like your fee model?
Nov 18, 2015
A new day for fossil fuel investments?
Nov 18, 2015
Technology makes case for self-directed investing
Nov 18, 2015
Acquisition of ETF advisor strengthens quantitative capabilities
Nov 18, 2015
Hybrid products given short shrift
Nov 18, 2015
Creditor insurance fears addressed
Nov 18, 2015
The real reason millennials can’t afford to start a family
Nov 18, 2015
Canadian Pacific’s new merger proposal gets frosty reception
Nov 18, 2015
Spirit of giving definitely there among Canadians
Nov 18, 2015
Morning Briefing: Security risks weigh on markets
Nov 17, 2015
Daily Wrap-up: TSX rises but closes with slim losses
Nov 17, 2015
Industrial Alliance Securities acquisition expands distribution network
Nov 17, 2015
Manulife makes innovative appointment
Nov 17, 2015
They’re going it alone and they want you to as well
Nov 17, 2015
Shelling out more than you should be?
Nov 17, 2015
Advisor adversaries under scrutiny
Nov 17, 2015
Honesty gap widens between advisors and clients
Nov 17, 2015
7 tips for growing your business through social media
Nov 17, 2015
Big time investor losing his touch?
Nov 17, 2015
Morning Briefing: US rally spreads confidence globally
Nov 16, 2015
Daily Wrap-up: Energy stocks rise as oil adds 3 per cent
Nov 16, 2015
More pain coming for Canadian equities, warns expert
Nov 16, 2015
Advisor: I wish I had been caught sooner
Nov 16, 2015
Hockey undermining wealth management?
Nov 16, 2015
Prime Minister working on a new economic plan
Nov 16, 2015
Bank takes on Russian tycoon and wins
Nov 16, 2015
Advisors suffer setback in fight against client bias
Nov 16, 2015
Upfront commissions hit with reforms
Nov 16, 2015
Will a dual-licence zap your earnings?
Nov 16, 2015
The next big trend in mutual funds is…
Nov 16, 2015
Insurer shakes up term life product
Nov 16, 2015
Morning Briefing: Paris attacks add caution to markets
Nov 13, 2015
Daily Wrap-up: TSX falls as oil falls near $40
Nov 13, 2015
Major insurer announces acquisition
Nov 13, 2015
Ex-Olympian financial advisor disappears – so does clients money
Nov 13, 2015
TFSA not just a vehicle for rich
Nov 13, 2015
ETF pricing battle gets serious
Nov 13, 2015
Forget BRICs, it’s VICs
Nov 13, 2015
Clients are worried, aren’t financially savvy and find it hard to stick to financial strategies
Nov 13, 2015
U.S. Firm looking to roll out more ETFs in Canada
Nov 13, 2015
Manulife to merge funds
Nov 13, 2015
Creditor insurance threatens term-life market
Nov 13, 2015
Insurance advisor cheats seniors out of millions
Nov 13, 2015
Health insurers welcome online doctor-patient connection
Nov 13, 2015
Forget BRICs, it’s VICs
Nov 13, 2015
How to win the sales you often miss but never should
Nov 13, 2015
Morning Briefing: World stocks lower on oil, Fed
Nov 12, 2015
Daily Wrap-up: TSX, Oil prices plunge
Nov 12, 2015
Self Made Millionaires for dummies “author” faces Securities Commission wrath
Nov 12, 2015
Financial advisor versus investment bank
Nov 12, 2015
Fund company to share the wealth with new platform
Nov 12, 2015
Major insurer’s profits slide 43%
Nov 12, 2015
The ultimate backstop for DSC funds
Nov 12, 2015
Industry on the cusp of change?
Nov 12, 2015
Time to pity and respect the short seller
Nov 12, 2015
Client looking for an alternative investment? How about a Ferrari?
Nov 12, 2015
Morning Briefing: Familiar pressures weigh on world markets
Nov 11, 2015
Daily Wrap-up: Financials, energy balance out for slim loss on TSX
Nov 11, 2015
Time to modernize life insurance
Nov 11, 2015
Canadian life insurer wins Asian award
Nov 11, 2015
Too few people buying policies, too few people selling them?
Nov 11, 2015
Canadian ETFs set new record
Nov 11, 2015
Remind your clients about the roaring 1990s if they panic about China’s slump
Nov 11, 2015
Deutsche Bank says ex-trader’s $7.6 Million bonus claim hopeless
Nov 11, 2015
JPMorgan’s hack tied to vast cybercrime enterprise
Nov 11, 2015
Unicorns are a sign of the right kind of bubble
Nov 11, 2015
Creating a customer delight culture
Nov 11, 2015
Morning Briefing: China may not be booming but try telling that to its consumers
Nov 11, 2015
Private foundations versus donor-advised funds
Nov 10, 2015
Daily Wrap-up: TSX closes lower on energy stocks
Nov 10, 2015
42% cut in returns sends advisors scrambling
Nov 10, 2015
Banking head sees likelihood of ‘traumatic’ event
Nov 10, 2015
Emerging-market stocks decline as China clouds future beyond Fed
Nov 10, 2015
The Goldilocks zone for retail shares - forget cold weather, warm temperatures can also hurt retail
Nov 10, 2015
European transparency rules delayed after pushback from industry
Nov 10, 2015
Hackers charged over ‘largest ever’ theft of financial services customer data
Nov 10, 2015
New numbers quantify robo threat
Nov 10, 2015
Freedom 55? Try Freedom 45
Nov 10, 2015
Morning Briefing: Global sell-off as Fed fears grow
Nov 10, 2015
Letting go well: Minimizing the impact of downsizing
Nov 09, 2015
Daily Wrap-up: Global growth puts pressure on TSX
Nov 09, 2015
FSCO report: Should advisors be concerned?
Nov 09, 2015
TV star’s advisor ex-husband accused of $300 million pump-and-dump
Nov 09, 2015
The job number that matters
Nov 09, 2015
Evolving group benefits solution
Nov 09, 2015
Life insurer among the best places to work
Nov 09, 2015
What makes a billionaire? Start with personality
Nov 09, 2015
Winning hearts and minds
Nov 09, 2015
Morning Briefing: Stocks lower on weak global trade report
Nov 06, 2015
Daily Wrap-up: Financials gain, resources fall, TSX flat
Nov 06, 2015
Large insurer: no let-up in domestic and international shopping spree
Nov 06, 2015
Changing demographics throws traditional asset allocation a curveball
Nov 06, 2015
Broker pleads guilty to $20 million theft
Nov 06, 2015
Large-cap managers performing above and beyond
Nov 06, 2015
An award-winning portfolio of funds to invest your clients in?
Nov 06, 2015
New investment changes to crowdfunding
Nov 06, 2015
One of the world’s best investors shares his insights
Nov 06, 2015
John Hancock purchase – don’t bank on getting 1,100 new advisors
Nov 06, 2015
Far out Friday: Life insurance ‘gang’ hits India
Nov 06, 2015
Advisors need not fear APEXA
Nov 06, 2015
Health insurance for pets taking off
Nov 06, 2015
If at first you don’t succeed…
Nov 05, 2015
Daily Wrap-up: TSX drops as Magna, Valeant fall
Nov 05, 2015
Investors put millions into soft-drug pipeline south of border
Nov 05, 2015
Could Trudeau tax grab spark wealthy exodus?
Nov 05, 2015
Five steps to the perfect client relationship
Nov 05, 2015
Financial advice industry’s biggest night is approaching
Nov 05, 2015
Multi-billion-dollar deal for BlackRock
Nov 05, 2015
Financial network expands reach through acquisitions
Nov 05, 2015
Morning Briefing: Yellen in focus as markets weigh rate hike
Nov 05, 2015
Adapt and thrive
Nov 04, 2015
Daily Wrap-up: Markets decline as oil drops, Fed gives clue
Nov 04, 2015
Third bank enters ETF market… and Canada gets new finance minister.
Nov 04, 2015
Impose MER disclosure rules on funds?
Nov 04, 2015
Banker: never put things in writing
Nov 04, 2015
Averages can be very misleading, says advisor
Nov 04, 2015
Halloween horror story plot for life insurance
Nov 04, 2015
Legendary DJ Casey Kasem’s insurance issues finally settled
Nov 04, 2015
Insurer sees Asia supplanting Canada for growth
Nov 04, 2015
The key to creating shareable social media videos
Nov 04, 2015
Morning Briefing: Oil gains on supply fears, equities higher
Nov 03, 2015
Daily Wrap-up: TSX rises as oil prices improve
Nov 03, 2015
High net worth clients look to ditch fee-based model
Nov 03, 2015
Real estate crowdfunding gets busy
Nov 03, 2015
Bitcoin on the move… higher!
Nov 03, 2015
Morning Briefing: North American markets give Asia a lift, Europe subdued
Nov 03, 2015
Donating real estate and private company shares to charity
Nov 02, 2015
CRM Solutions to Grow your Book of Business
Nov 02, 2015
Daily Wrap-up: TSX gains despite disappointing manufacturing data
Nov 02, 2015
Pharma firm's business practices damage large investor
Nov 02, 2015
Coal still on rocks despite Elko discovery
Nov 02, 2015
No place for 1.75% trailer fees?
Nov 02, 2015
Could eating meat affect life insurance premiums?
Nov 02, 2015
Health spend stagnating
Nov 02, 2015
Advisors, handle millennials with care
Nov 02, 2015
Insurers in Asian market attractive for local investors
Nov 02, 2015
Syrian refugee crisis has economists sharpening their pencils
Nov 02, 2015
Morning Briefing: More weakness in China, oil falls