Site Map for June 2015

Date
Title
Jun 30, 2015
Daily Wrap-up: TSX closes higher despite GDP
Jun 30, 2015
Game changing $18 billion global merger
Jun 30, 2015
Greek tragedy turned up a notch
Jun 30, 2015
Firm accuses ‘$2b’ team of trash talk
Jun 30, 2015
Time to outsource advisors’ work?
Jun 30, 2015
CFA Society selects new board members
Jun 30, 2015
Word-of-mouth power
Jun 30, 2015
Morning Briefing: Markets mixed ahead of likely Greek debt default
Jun 29, 2015
Daily Wrap-up: World markets fall sharply as Greece heads for disaster
Jun 29, 2015
Canadian pot smokers get the shaft from insurers
Jun 29, 2015
Actuary expert provides growth opportunity for advisors
Jun 29, 2015
5 myths about affluent clients
Jun 29, 2015
Insurer looks to help marginalized Canadians
Jun 29, 2015
MFDA goes back to school
Jun 29, 2015
What’s your client loyalty quotient?
Jun 29, 2015
New exchange now has listings platform
Jun 29, 2015
Morning Briefing: Sentiment low as Greek default approaches
Jun 26, 2015
Daily Wrap-up: Energy stocks remain weak; Still no Greek deal
Jun 26, 2015
Carrier’s online pitch meets with mixed advisor reactions
Jun 26, 2015
Media blitz puts spotlight on drug prices
Jun 26, 2015
Insurer shakes up fund investment teams
Jun 26, 2015
Not all millennials are opposed to stocks
Jun 26, 2015
Advisors continue to ponder an uncertain future
Jun 26, 2015
CFA Montreal has a new president
Jun 26, 2015
Morning Briefing: World stocks lower as Greek talks continue
Jun 25, 2015
Daily Wrap-up: No four-day rise for TSX as energy stocks slip
Jun 25, 2015
Investment industry hall of fame inductees announced
Jun 25, 2015
Insurer looks to change ‘one-and-done’ model
Jun 25, 2015
Industry buzz on fees revolves around choice
Jun 25, 2015
What’s a designation worth?
Jun 25, 2015
Placing a value on financial advisors
Jun 25, 2015
Turning likes into leads
Jun 25, 2015
Morning Briefing: Greece, data in focus for Wall Street
Jun 24, 2015
Daily Wrap-up: TSX advances for third consecutive session, energy gains
Jun 24, 2015
Rare disease illustrates importance of client contact
Jun 24, 2015
Insurer gives advisors chance to capture piece of elusive market
Jun 24, 2015
Donation places focus on healthier communities
Jun 24, 2015
8 sales stuff-ups you can avoid
Jun 24, 2015
Loose lips sink ships in brokerage
Jun 24, 2015
Advisor ditches US firm only to return
Jun 24, 2015
Looking to invest? Get your ducks in a row
Jun 24, 2015
Morning Briefing: Greek deal uncertain, GDP awaited
Jun 23, 2015
Daily Wrap-up: Optimism dominates world markets Tuesday
Jun 23, 2015
Magic Johnson buys $14.5 billion life insurance company
Jun 23, 2015
‘TFSA’ name leading Canadians astray
Jun 23, 2015
Advisors continue to value CFP over all else
Jun 23, 2015
Acquisition spurred by growth of insurer
Jun 23, 2015
Morning Briefing: World markets higher on Greece hopes; Wall St awaits data
Jun 22, 2015
Daily Wrap-up: Greek hopes boost global markets, TSX closes up almost 1 per cent
Jun 22, 2015
The best clients live where?
Jun 22, 2015
Key difference between U.S. and Canada hits advisors
Jun 22, 2015
Insurer to include MedExtra offer
Jun 22, 2015
Top ballplayer blames advisor for $20m loss
Jun 22, 2015
MGA acquisition opens door for advisors
Jun 22, 2015
Fund manager sees brokers as crucial to taking next step
Jun 22, 2015
Morning Briefing: Greece reform offer boosts global markets
Jun 19, 2015
Daily Wrap-up: Week ends with a weak end on retail data, Greece
Jun 19, 2015
Pro athlete turns to advisors for protection
Jun 19, 2015
Advisors missing out on huge insurance opportunity
Jun 19, 2015
“Champion of life” to chair CLHIA
Jun 19, 2015
Top hockey stars who’ve become financial advisors
Jun 19, 2015
Advisors rate their certifications
Jun 19, 2015
Advisors face a TFSA dilemma
Jun 19, 2015
Morning Briefing: Is a Greek tragedy looming?
Jun 18, 2015
Daily Wrap-up: TSX manages to close higher despite challenges
Jun 18, 2015
Huge Canadian pension provider strikes deal with Goldman Sachs
Jun 18, 2015
Advisors brace for blow to embedded comp.
Jun 18, 2015
Mike Tyson goes head to head with advisor
Jun 18, 2015
Did investment or relaxed regulations spark rental boom?
Jun 18, 2015
Morning Briefing: Markets focus on CPI, jobs, Greece
Jun 17, 2015
Daily Wrap-up: TSX closes flat; US economy strong enough for interest rate rise
Jun 17, 2015
Client relationships: how to drive sales
Jun 17, 2015
Insurer launches CITS e-App notification feeds
Jun 17, 2015
Big competition for independents?
Jun 17, 2015
Chalk one up for the mutual fund guys
Jun 17, 2015
Divesting from fossil fuel doesn’t help renewables
Jun 17, 2015
Insurer makes big hire in asset management
Jun 17, 2015
Commission changes would cull life advisors
Jun 17, 2015
Consumer-direct model makes inroads
Jun 17, 2015
Morning Briefing: Fed awaited, Oil prices rise
Jun 16, 2015
Daily Wrap-up: TSX ends flat ahead of Fed meeting, Greece talks
Jun 16, 2015
Major Canadian insurer in $560 million acquisition
Jun 16, 2015
Brondesbury report leaves advisors wanting
Jun 16, 2015
Thinking generously nabs advisors the high-net-worth client
Jun 16, 2015
Private REITS hold considerable cachet for investors
Jun 16, 2015
Morning Briefing: Fed, Greece dominate market sentiment
Jun 15, 2015
Daily Wrap-up: TSX closes higher, Hudson’s Bay excels
Jun 15, 2015
Blues legend provides key lesson on estate planning
Jun 15, 2015
Potential clients locked away from advisors
Jun 15, 2015
Advisors pushed into partnership
Jun 15, 2015
New product provides downside protection
Jun 15, 2015
The Condo craze: why advisors should care
Jun 15, 2015
Morning Briefing: Greece could be facing disaster; World markets react
Jun 12, 2015
Daily Wrap-up: Markets in the red; TSX, Wall St., loonie, oil, gold all down
Jun 12, 2015
Class-based insurance? Indubitably!
Jun 12, 2015
Procrastinators beware!
Jun 12, 2015
A DSC model that works
Jun 12, 2015
MFDA paperwork issue presents opportunity for advisors
Jun 12, 2015
Preparing clients for a ‘successful death’
Jun 12, 2015
Morning Briefing: Wall Street, Europe focuses on Greek debt as IMF leaves talks
Jun 11, 2015
OSC releases report on mutual fund comp.
Jun 11, 2015
When ‘honest’ advisors fails to disclose compensation
Jun 11, 2015
Advisors: Say no to drugs
Jun 11, 2015
Big bank gets the message on cost-cutting
Jun 10, 2015
Pot-friendly carriers are the bong, says advisor
Jun 10, 2015
How much insurance is enough?
Jun 10, 2015
Insurance Investors lose betting on death
Jun 10, 2015
Huge investor to cull 50% of portfolio managers
Jun 10, 2015
Advisors’ image tarnished by regulator?
Jun 10, 2015
Advisor on the ‘defensive’ to protect assets
Jun 09, 2015
CFA exam-taker handicapped by his firm
Jun 09, 2015
Big firms hang up on Blackberry
Jun 09, 2015
Assante advisor takes WP’s top prize
Jun 08, 2015
‘Gay therapy’ ban puts insurers on notice
Jun 08, 2015
Billion-dollar penalty over ‘creditor insurance’
Jun 08, 2015
No ifs, ands or buts – advisors clued into threat
Jun 05, 2015
Advisors revel in victory at WP Awards
Jun 05, 2015
Employees and employers both question wellness plans
Jun 05, 2015
Q1 surprises life insurance industry
Jun 05, 2015
Freedom 55? Try Freedom…
Jun 05, 2015
Advisor accused of turning client money into gold
Jun 05, 2015
‘Most difficult talk’ gets easier for advisors
Jun 04, 2015
Major insurance exec jumps ship
Jun 04, 2015
Judge hands advisor jail time…finally
Jun 04, 2015
Advisors offer tough-love to young clients
Jun 03, 2015
Quebec court lays down $15 billion ruling
Jun 03, 2015
Older sisters dupe younger sibling out of significant inheritance
Jun 03, 2015
99-year-old advisor sticks by her clients
Jun 03, 2015
Other people’s money gone wrong
Jun 02, 2015
OSC names RESP players involved in privacy breach
Jun 02, 2015
MFDA ‘repudiates’ advisor’s behavior
Jun 02, 2015
Seg funds: Where advisors are screwing up
Jun 02, 2015
Dividends strategy once again key
Jun 01, 2015
Advisors bet on seg fund clients
Jun 01, 2015
Advisors win new client with ‘old’ annuity
Jun 01, 2015
Call for more research on investor needs
Jun 01, 2015
Wealth professionals treated unfairly
Jun 01, 2015
Canada’s top five cities for advisors