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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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Advisors continue to ponder an uncertain future Wealth Professional, 26 Jun 2015 2 posts
26 Jun 2015, 10:54 AM Tony Battista
DSC ban would kill two other options Wealth Professional, 21 May 2015 8 posts
25 Jun 2015, 02:53 PM Robert Roby
Brondesbury report leaves advisors wanting Wealth Professional, 16 Jun 2015 9 posts
25 Jun 2015, 01:53 PM Bob White,CLU
Advisors face a TFSA dilemma Wealth Professional, 19 Jun 2015 11 posts
24 Jun 2015, 05:47 PM Ken MacCoy, CHS
Advisor ditches US firm only to return Wealth Professional, 24 Jun 2015 2 posts
24 Jun 2015, 10:01 AM Ross Birney
Big competition for independents? Wealth Professional, 17 Jun 2015 5 posts
22 Jun 2015, 11:46 AM Will Ashworth
Top hockey stars who’ve become financial advisors Wealth Professional, 19 Jun 2015 3 posts
22 Jun 2015, 11:44 AM Will Ashworth
Advisors brace for blow to embedded comp. Wealth Professional, 18 Jun 2015 8 posts
20 Jun 2015, 11:51 PM Ken MacCoy, CHS
CFA exam-taker handicapped by his firm Wealth Professional, 09 Jun 2015 3 posts
18 Jun 2015, 07:04 PM Larry Gaucher, BSA, CFP, CFA
Advisors revel in victory at WP Awards Wealth Professional, 05 Jun 2015 7 posts
18 Jun 2015, 10:23 AM client