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Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

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Advisor accused of breaking cardinal rule Wealth Professional, 30 Apr 2015 2 posts
24 Mar 2017, 08:36 PM
Why Sprott’s takeover attempt could be a game-changer Wealth Professional, 21 Mar 2017 2 posts
21 Mar 2017, 10:41 PM PointySideUp
Advocis: Advisors can help stop the ban on embedded fees Wealth Professional, 13 Mar 2017 4 posts
18 Mar 2017, 02:42 PM Kathy
Are your clients ‘retirement ready’? Wealth Professional, 02 Mar 2017 2 posts
17 Mar 2017, 10:57 AM Mike Drak
Canadian banks to be investigated Wealth Professional, 15 Mar 2017 2 posts
15 Mar 2017, 03:01 PM M. Gentile
Are sales targets damaging client-advisor relationships? Wealth Professional, 15 Mar 2017 2 posts
15 Mar 2017, 11:43 AM Mike Travers, CFP
Ombudsman speaks out on TD Bank allegations Wealth Professional, 13 Mar 2017 5 posts
14 Mar 2017, 04:39 PM Peter
Are high-net-worth clients starting to prefer passive vehicles? Wealth Professional, 13 Mar 2017 2 posts
13 Mar 2017, 10:20 AM Kathy Your Net Worth Manager
Is goal-based investing really anything new? Wealth Professional, 02 Dec 2016 2 posts
03 Mar 2017, 01:13 PM Reasonable-Investor
Bank of Canada makes interest rate announcement Wealth Professional, 01 Mar 2017 2 posts
01 Mar 2017, 02:12 PM Paul Murphy