Industry News

Retiring abroad has financial implications

Irresistible is the pull of retiring to a destination blessed with balmier climes. The proof is for all to see in the recent European survey by Aon Consulting that revealed Spain and France as the retirement destinations of choice among an increasing number of Europeans. Escaping the harsh climate of their home country was noted […]

By Vikram Barhat |August 11, 2010

4 min read

Selling business shares

There are opportunities clients should certainly take advantage of to shelter or defer the tax on those gains

By Gena Katz |August 10, 2010

3 min read

Trailer commissions under siege (Part 2)

With trailer commissions under siege around the world, Canadian advisors might one day expect this mode of compensation to disappear from our shores as well. When that day comes, there will be two kinds of advisors: Those who scramble to adjust; and those whose practices have already evolved. Make no mistake, the price of advice […]

By Mark Noble |August 10, 2010

5 min read

MFDA issues reasons for decisions in three cases

The Mutual Funds Dealers Association has released Reasons for Decision against three registrants for infractions ranging from misappropriation of funds, to selling products not approved by the dealer. Reasons for Decision in the Matter of Nathan Disenhouse A Hearing Panel of the MFDA’s Central Regional Council has issued its Reasons for Decision in connection with […]

By Steven Lamb |August 10, 2010

1 min read