advice to clients

thoughts on the CLU: underwriting the financial risks attached to a client’s “life"

Lipson, Part II: Singleton shuffle still on the dance card

Lipson, Part I: Supreme Court says 'no way' to Lipsons

Time for the Advocis Psychic Friends Network?

On General Motors, volatile markets & financial advice

“What’s good for General Motors is good for America” This famous statement, said by General Motors' president Charles E. Wilson: a) might have been true, once upon a time, but is true no longer. b) was and is still true… indeed, now more than ever. c) is, whether true or not, largely irrelevant to savvy financial advisors and their clients.

What would Bozo do?

Get ready to offer TFSAs in 2009

Helping new advisors helps us all

The multi-generational advisor

Differentiating yourself with the CLU

Two sure things: Golf and taxes

Professional designations and the advisor

Ontario Superior Court rejects client’s claim for compensation over losses

The CLU is not a life insurance designation