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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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Legislation for a "healthy industry" Wealth Professional, 19 Feb 2014 2 posts
21 Feb 2014, 12:01 PM Harley Lockhart, CFP, CLU, CH.F.C.
"Competition is intense" Wealth Professional, 18 Feb 2014 5 posts
19 Feb 2014, 11:30 AM Peter Lantos
Regulation will boost political clout, says Toronto advisor Wealth Professional, 13 Feb 2014 4 posts
18 Feb 2014, 09:25 AM Freeda
Relax! FATCA's off your back! Wealth Professional, 05 Feb 2014 3 posts
13 Feb 2014, 12:31 PM Terry B.
Would you quit your client to be his executor? Wealth Professional, 12 Feb 2014 5 posts
12 Feb 2014, 08:14 PM Ken MacCoy, CHS
Boozy binge shakes – and stirs! – Bay Street Wealth Professional, 17 Oct 2013 4 posts
11 Feb 2014, 11:35 PM jay
Should you manage your client's estate? Wealth Professional, 10 Feb 2014 5 posts
11 Feb 2014, 04:43 PM Ken MacCoy, CHS
O'Leary has done it again! Wealth Professional, 24 Jan 2014 8 posts
05 Feb 2014, 06:43 PM Bob Milner
Fee-based model complicates business, says advisor Wealth Professional, 05 Feb 2014 3 posts
05 Feb 2014, 03:59 PM Bob White
'Silver-spoon advisors' come into their own Wealth Professional, 03 Feb 2014 2 posts
03 Feb 2014, 08:31 AM sandy page