Planning and Advice

Becoming the next superstar advisor

Anyone with kids knows pop star Justin Bieber was discovered via YouTube. Before long, his songs were getting millions of hits from a growing fan base and he was courted by Justin Timberlake and Usher at age 12. When I was 12, I wasn’t even courted by girls with pigtails.

By Keith Pangertitsch |March 1, 2011

5 min read

What’s a regulator good for? In Canada, not much

In my last column, I assailed the bad behaviour I see — and tragically, continue to see — from financial advisors. As seen in several news articles in the past few months, poor conduct is not limited to advisors: regulators are guilty, too.

By Harper Fraze |March 1, 2011

5 min read

New directions for distribution

How is Distribution evolving, and what are the forces at play in this evolution? Will managing general agents (MGAs) get their own self-regulatory organization? Does the Mutual Fund Dealers Association (MFDA), and the distribution model it oversees, have a future? Is there a place for smaller players in the emerging landscape, or does the writing on the wall say only big guns need apply? What does the evolution of the distribution space mean for advisors, and the clients whom they serve?

By Staff |March 1, 2011

10 min read

Donations with benefits

Anne Brayley speaks with Jamie Golombek, managing director, Tax and Estate Planning at CIBC Private Wealth Management, about philanthropy as part of a wealth management plan.

By Anne Brayley |March 1, 2011

3 min read