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The law of unintended consequences
The Know Your Product obligations proposed by the CSA have the potential to curtail choice to the detriment of consumers, writes Ryan Colwell
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The rules of wealth
Michael Lee-Chin has been through more than a few turbulent markets over the course of his storied career. As a result, he now extols the importance of having a good mix of liquid and illiquid assets in your portfolio
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Why branding strategies fail
Far too often a company’s shiny new branding strategy fails to live up to hopes and expectations. Jean-Luc Ambrosi explains the common reasons for failure, and what companies can do to get their branding strategies right
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Talking about my generation
According to Karl Cheong of First Trust, the investment community can’t afford to ignore millennials, considering the major generational transfer of wealth that’s in the cards
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CRM2 isn’t the full picture
Industry modifications designed to provide investor clarity don’t completely address every possible nuance, writes Carlo Cansino
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The business of mentorship
The true measure of success isn’t in building your own book, writes Jason Nakhoul, but in helping young advisors learn to build theirs
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A new age of wealth management
Social media has become a part of our lives – and it can be a part of building investment portfolios, writes John Bowman
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The other side of succession
Buying a practice can be a frightening prospect for a young advisor, but it can – and should – be done, writes Meagan Balaneski
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Volatility and investor psychology
When investing in a volatile market, ignoring your emotions is a winning strategy, writes Nick Armet
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Opinion - How to get clients and keep clients
Leading financial advisor explains how one conversation can open the door to new clients