info for advisors & planners

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

posted @ Friday, September 04, 2009 9:20 AM | Feedback (4)

important notice for current & future CFP students

posted @ Sunday, August 30, 2009 2:48 PM | Feedback (4)

some good news on the rhu

posted @ Friday, August 28, 2009 2:07 PM | Feedback (5)

Update on regulation: the OSC, IIROC & the MFDA

posted @ Friday, February 27, 2009 4:50 PM | Feedback (16)

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

posted @ Friday, January 30, 2009 12:25 PM | Feedback (7)

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

posted @ Friday, January 30, 2009 12:21 PM | Feedback (4)

How do you want the future of the CLU to look?

posted @ Friday, January 23, 2009 3:49 PM | Feedback (28)

Advocis, advisors & planners, and Dwight Duncan

posted @ Tuesday, January 20, 2009 2:51 PM | Feedback (5)

Do Not Call List—Part III

posted @ Friday, October 31, 2008 4:41 PM | Feedback (2)

The Do Not Call List—Part II

posted @ Tuesday, October 21, 2008 4:40 PM | Feedback (2)

The Do Not Call List — Part 1

posted @ Sunday, August 17, 2008 6:36 PM | Feedback (10)

Get ready to offer TFSAs in 2009

posted @ Sunday, July 20, 2008 10:18 AM | Feedback (9)

“There will be casualties”

posted @ Friday, July 04, 2008 1:03 PM | Feedback (4)

Helping new advisors helps us all

posted @ Friday, July 04, 2008 12:36 PM | Feedback (23)

The multi-generational advisor

posted @ Friday, June 27, 2008 1:29 PM | Feedback (1)

Becoming the advisor of choice

posted @ Wednesday, June 25, 2008 3:44 PM | Feedback (65)

Differentiating yourself with the CLU

posted @ Friday, June 20, 2008 12:55 PM | Feedback (6)

Two sure things: Golf and taxes

posted @ Friday, June 20, 2008 8:39 AM | Feedback (30)

Textbook updates: How to get yours

posted @ Friday, June 13, 2008 9:33 AM | Feedback (1)

Advisor incorporation almost available Canada-wide

posted @ Friday, June 06, 2008 4:21 PM | Feedback (2)

Survey says CFPs now planning less

posted @ Monday, May 12, 2008 2:11 PM | Feedback (24)

The CLU is not a life insurance designation

posted @ Friday, February 29, 2008 9:58 AM | Feedback (41)