July 2008
(All articles are in PDF format.)

ADVISOR NEWS:
Shared Life – Interview by Mark Noble
MDRT: Fighting Retirement’s Foe – Inflation – Mark Noble
Letters
No Rose-Coloured Glasses – Bryan Borzykowski and Mark Noble
Fund Wrap – AER Staff
Client Relationships the Big Win in TFSA Planning – Mark Noble
Fair Prices in Accounting – Romana King
FPSC Seeks Changes to Certification Process – Steven Lamb
CFA Institute launches ESG manual – Romana King
MDRT: New Retirement Requires New Skills From Advisors – Romana King
ADVISOR COMPLIANCE:
Privacy Matters – Rebecca Cowdery and Prema Thiele
ADVISOR RESEARCH:
Make or Break Returns – Romana King
INSURANCE ADVISOR:
Liability Risk – Mark Noble
TAX ADVISOR:
Training For Trading – Jamie Golombek
MORNINGSTAR ADVISOR:
Interesting Returns – Bhavna Hinduja
Standard Life Canadian Dividend Growth – Philip Lee
Best Opportunities – Diana Cawfield
MORNINGSTAR CONFERENCE REPORT – AER Staff


June 2008
(All articles are in PDF format.)

ADVISOR NEWS:
Valuing Partners – Interview by Scot Blythe and Mark Noble
IFB Summit: Prepare For Tax Changes – Romana King
Letters
Active Debate Over – Scot Blythe
Fund Wrap – AER Staff
Higher Inflation: Rubin – Bryan Borzykowski
Point Of Sale Rules Too Simplistic: Expert – Mark Noble
IFB Summit: Compliance Pays Off – Romana King
ADVISOR PRACTICE:
The best defence: A good paper trail – Bryan Borzykowski
Investment Choices – John De Goey
Rebundling Passive Performance – Norm Rothery
ADVISOR COMPLIANCE:
Embracing Reform – Norm Rothery
ADVISOR PRACTICE:
When Clients Age, Advisors Need To Keep Documents In Order – Romana King
Alberta Sole Holdout On Incorporation – Bryan Borzykowski
TAX ADVISOR:
The Cost of Court – Jamie Golombek
Tax Planning With Values – Romana King
MGA CONFERENCE REPORT:
Clients Alone – Mark Noble
Underwriting Tip: Leave No Blanks – Steven Lamb
Tougher Measures – Steven Lamb
The Watchers – Steven Lamb
MGAs Making Headway – Mark Noble
Ontario Gives Boost To Advisor Training – Steven Lamb
Uniting for Survival – Mark Noble
PORTFOLIO ADVISOR:
Going for broke – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
The 130/30s are coming – Al Kellet
Mackenzie Maxxum Dividend Growth – Philip Lee
Looking From The Top – Michael Ryval


May 2008
(All articles are in PDF format.)

ADVISOR NEWS:
Taking Aim – Interview by Scot Blythe and Mark Noble
Touch Pitch – Bryan Borzykowski
Letters: Examine The Evidence – Scot Blythe
ETFs Go Active – Mark Noble
Fund Wrap – AER Staff
Food Fights – Romana King
Ugly Values – Mark Noble
No Gains – AER Staff
ADVISOR COMPLIANCE:
Perfect Regulatory Storm – Rebecca Cowdery and Prema Thiele
Model Requires Better Suitability – Mark Noble and Bryan Borzykowski
ADVISOR RESEARCH:
How Much Alpha Do You Need During Retirement – Jim Otar
ADVISOR PRACTICE:
Two Decisions – John De Goey
Taking Care of Family Pets – Romana King
TAX ADVISOR:
Paid Not To Compete – Jamie Golombek
ADVISOR CONFERENCE REPORT:
Underwriting Blues – Bryan Borzykowski
Changing Benchmarks For Critical Illness – Romana King
Living Benefits Are Small On Sales – Art Melo
PORTFOLIO ADVISOR:
Overstated Expressions – Chris Holt
MORNINGSTAR ADVISOR:
Down But Not Out – Jordan Benincasa
Analysts Report: Excel India – Bhavna Hinduja
Turmoil and Opportunity – Michael Ryval
THE NETWORTH REPORT – AER Staff


April 2008
(All articles are in PDF format.)

ADVISOR NEWS:
All the Bases – Mark Noble
Fiduciary Rules – Scot Blythe
Reputation at Risk – Scot Blythe
Donkeys and Wise Investors – Mark Noble
Fund Wrap – AER Staff
Invest in E7: Study – Mark Noble
Mystery Buyer Bails Out Canaccord Clients – Mark Noble
Finance Pillars Shake – Mark Noble
Wealthy Retirees Hit Harder – Bryan Borzykowski
ADVISOR COMPLIANCE:
Keeping the Regulators Off the Street – Rebecca Cowdery and Prema Thiele
ADVISOR PRACTICE:
One Set of Rules, Please – John De Goey
Discuss Thy Fees – John De Goey
ADVISOR RESEARCH:
Carbon Crisis – Romana King
Learn from Subprime – Romana King
Credit Ratings: Investors in a Bind – James Hymas
TAX ADVISOR:
Taking Stock – Jamie Golombek
More to Joint Ownership – Arthur J. Fish and Richard E. Austin
Getting the “GRIP” on CCPC Dividends – Carl Rosen
PORTFOLIO ADVISOR:
Alternatives Wanted – Kate McCaffery
Skeptics to Hedge Managers: Your Alpha Has Been Faked! – Chris Holt
MORNINGSTAR ADVISOR:
Are Exchange-Traded Funds Right For You? – Philip Lee
Analysts Report: Ethical Global Equity – Jordan Benincasa
Manager Anticipates Growth Despite U.S. Credit Crisis – Diana Cawfield


March 2008
(All articles are in PDF format.)

ADVISOR NEWS:
In Good Company – Scot Blythe and Mark Noble
Short on solutions…for now – Mark Noble
Tax-Free Savings, Advice Gets Interesting – Scot Blythe
Independent PH&N Becomes RBC Subsidiary – Deanne Gage and Mark Noble
Fund Wrap – AER Staff
Trimark Turnover Troubles – Bryan Borzykowski and Mark Noble
Old Veterans are New Investors – Romana King
ADVISOR PRACTICE:
A Second Look – Marc Lamontagne
A Look at the Evidence – John De Goey
ADVISOR COMPLIANCE:
CSA Scraps Single Registration – Steven Lamb
Potential Fall Reimbursement for Crocus Investors – Renée Alexander
ADVISOR RESEARCH:
A Vale of Tiers – James Hymas
TAX ADVISOR:
Accounting for Gains – Jamie Golombek
MORNINGSTAR ADVISOR:
Misreading the Stars – David O’Leary
Analysts Report: Dynamic Focus + Real Estate – Jordan Benincasa
Prudent Stewardship – Diana Cawfield

RISK REPORT – AER Staff
2008 BUDGET ANALYSIS – AER Staff


February 2008
(All articles are in PDF format.)

ADVISOR NEWS:
Full Service – Interview by Deanne Gage
Par for the Course – Mark Noble
Angry Advisors Prompt CI’s About-Face – Steven Lamb
Investing in Volatile Markets Necessitates a Flexible Plan – Mark Noble and Romana King
Fund Wrap – AER Staff
Blood on the Streets – Mark Noble
Move Signals a Change to Regulator – Bryan Borzykowski
Protecting your Name – Romana King
Study: Fund Sales Will Slow – Mark Noble
ADVISOR COMPLIANCE:
Farewell to Soft Dollars – Rebecca Cowdery and Prema Thiele
ADVISOR RESEARCH:
Variations – Jim Otar
ADVISOR PRACTICE:
Disclose Material Facts – John De Goey
TAX ADVISOR:
Tax on Book Sale – Jamie Golombek
MORNINGSTAR ADVISOR:
Why to Avoid Excessive Portfolio Diversification – Jordan Benincasa
Analyst’s Report: Dynamic Value Fund – Bhavna Hinduja
Consistent Growth – Diana Cawfield
THE NETWORTH REPORT – AER Staff


January 2008
(All articles are in PDF format.)

ADVISOR NEWS:
CI Sets the Pace – Interview by Scot Blythe and Mark Noble
Thow’s Compliant Clients – Mark Noble
The Nation’s Agriculture Sector Ripens – Mark Noble
Parity No Boon for U.S. Stocks – Bryan Borzykowski
Fund Wrap – AER Staff
Crunching the Future – Bryan Borzykowski
Private Giving Foundations Grow – Mark Noble
Dates Matter with Bequests – Romana King
ADVISOR COMPLIANCE:
Too Incorporate Or Not – Rebecca Cowdery and Prema Thiele
ADVISOR PRACTICE:
A Novel Approach – John De Goey
TAX ADVISOR:
Up to Speed: Tax Changes – Jamie Golombek
Caught by the Calendar – Jamie Golombek
TAX ADVISOR:
Getting It Back – Al Emid
PORTFOLIO ADVISOR:
When History Repeats: Time to Learn Lessons – Scot Blythe
Alt Investment Insights – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Lessons of 2007 – Bhavna Hinduja
Analyst’s Report: Saxon World Growth – Brian O’Neill
Beyond Screens – Diana Cawfield


December 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Dedication to Partnership – Deanne Gage
Risk Expands – Mark Noble
Market Timing for the Holidays – Scot Blythe
The Pension Model – Mark Noble
Fund Wrap – AER Staff
Is Your Mutual Fund an Overpriced Long/Short Hedge Fund – Mark Noble
Resources Ramp Up – Ramona King
ADVISOR COMPLIANCE:
Too Much Paper – Rebecca Cowdery and Prema Thiele
OSC Beefs Up Enforecement – Steven Lamb
Investors Must Take Responsibility – Mark Noble
ADVISOR PRACTICE:
Akin to Lottery Tickets – John De Goey
ADVISOR RESEARCH:
A Collateral Proposal – James Hymas
The Faces of Alpha – Scot Blythe
TAX ADVISOR:
Eco-sensitive Donations – Romana King
Estate Liability with RRSPs and RRIFs – Jamie Golombek
INSURANCE ADVISOR:
Recycling an Insurance Policy – Al Emid
MORNINGSTAR ADVISOR:
To Sell or Not to Sell – Philip Lee
Analyst’s Report: Trimark Europlus – Brian O’Neill
Time for a Bigger Focus – Diana Cawfield


November 2007
(All articles are in PDF format.)

ADVISOR NEWS:
In The Bank – Mark Noble
After Work – Romana King
Letters
Income Trusts Hang Tough – Bryan Borzykowski
Fund Wrap – AER Staff
MFDA Rejects Berkshire’s Settlement – Mark Noble
Hedge Funds Rebounding – Mark Noble
October Cuts – Mark Noble
Seg Selling – Bryan Borzykowski
ADVISOR PRACTICE:
Product to Advice – John De Goey
ADVISOR COMPLIANCE:
Minding the Money – Rebecca Cowdery and Prema Thiele
ADVISOR RESEARCH:
Beta Bets – Scot Blythe
DSC Sales Bruised – Mark Noble
Slimming Down – Mark Noble
INSURANCE ADVISOR:
Processing High-Net-Worth Claims – Al Emid
PORTFOLIO ADVISOR:
Alt Assets Next Hot Topics – Pierre Saint-Laurent
TAX ADVISOR:
Advisor Losses – Jamie Golombek
MORNINGSTAR ADVISOR:
Beyond the Stars – Jordan Benincasa
Analyst’s Report: PH&N Total Return Bond Fund – Philip Lee
Playing Doubles – Diana Cawfield

 
October 2007
(All articles are in PDF format.)

ADVISOR NEWS:



Starting Gate – Mark Noble
Seniors Saving too Much – Mark Noble
Portus Fraud Charges Laid – Scot Blythe and Bryan Borzykowski
Financial System is a Farce: Declares Eric Sprott – Steven Lamb
Fund Wrap – AER Staff
Dundee Bank Changes Hands – Advisor Staff
Dealers Need to Rein in Outdated Direct Trading – Bryan Borzykowski
Efficiency Key to Bigger Book Size Study Shows – Mark Noble
ADVISOR COMPLIANCE:
Knowing Your Client is a Business Necessity – Rebecca Cowdery and Prema Thiele
Not So Fast Facts – Bryan Borzykowski
ADVISOR PRACTICE:
Price of a Portfolio – John De Goey
ADVISOR RESEARCH:
Something About Beta – Scot Blythe
TAX ADVISOR:
Investing not Business – Jamie Golombek
INSURANCE ADVISOR:
Secure for Life – Mark Noble
Success in Succession – Art Melo
New Tax Shelter Helps – Romana King
MORNINGSTAR ADVISOR:
Four Funds that Will Let You Sleep at Night – Bhavna Hinduja
Analyst’s Report: TD Canadian Blue Chip Equity – Bhavna Hinduja
Still an Attractive Asset Class – Michael Ryval


September 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Reality Check – Deanne Gage
More than subprime returns – Mark Noble
When the Dog Days Bit – Scot Blythe
Location, Location, Location – Bryan Borzykowski
Fund Wrap – AER Staff
The Ethics of High Risk – Bryan Borzykowski
IFB Objects to Pace of Paper Trail Rules – Bryan Borzykowski
ADVISOR COMPLIANCE:
Great Regulatory Expectations – Rebecca Cowdery and Prema Thiele
ADVISOR RESEARCH:
Nimble Timing Loses – Mark Noble
Something About Alpha – Scot Blythe
Price Chopper – John De Goey
Annuity Bonuses – Jim Otar
TAX ADVISOR:
Don’t Trust the CRA – Jamie Golombek
INSURANCE ADVISOR:
Paper Intensive – Al Emid
PORTFOLIO ADVISOR:
Repeat Business – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Stick with Stewardship – Brian O’Neill
Analyst’s Report: Sign on with CI Signature High Income – Philip Lee
After “Tremendous Run,” Value Manager Expects Tougher Times – Diana Cawfield


August 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Empty Cupboards – Scot Blythe
Checking Letters – Mark Noble
Are Subprime Troubles Headed for Canada? – Mark Noble
Fund Wrap – AER Staff
30 Short – Mark Noble
TAX ADVISOR:
Not Arm’s Length – Jamie Golombek
ADVISOR COMPLIANCE:
Excessive Regulation or Overdue Reform? – Rebecca Cowdery and Prema Thiele
ADVISOR PRACTICE:
The Real Estate Talk – Thane Stenner, Rod Bower and Rory O’Connor
ADVISOR RESEARCH:
Variable Annuities Primer – Part 4 – Jim Otar
Behaving Badly – Weston Wellington
Asymmetric Returns: Learn to Love ’em – Pierre Saint-Laurent
INSURANCE ADVISOR:
Signatures Slowing Down Insurance Industry – Bryan Borzykowski
MORNINGSTAR ADVISOR:
Real Portfolio Risk – Philip Lee
Analyst Report: Dynamic Power American Growth – Bhavna Hinduja
Value Stalwart Won’t Stray – Diana Cawfield


July 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Fees at Cost – Scot Blythe
Cross-Border Shopping – Bryan Borzykowski
Berkshire Sale a Gain or Loss – Mark Noble
TAX ADVISOR:
Capital Punishment – Jamie Golombek
ADVISOR RESEARCH:
Variable Annuities Primer – Part 3 – Jim Otar
Retirement Age Must Rise – Steven Lamb
ADVISOR OPINION:
A Bird in the Hand – John De Goey
MGA REPORT:
Think like an Underwriter – Kate McCaffery
Compliance, or Complaints? – Steven Lamb
Finding Successors Still an “Uphill Battle” – Steven Lamb
Advisors Relatively Content with MGAs: Study – Steven Lamb
MORNINGSTAR ADVISOR:
Exit Strategy – Jordan Benincasa
Standard Life Canadian Small Cap A – Philip Lee
Fund on the Go – Diana Cawfield


June 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Independent’s Day – Scot Blythe
Levelling the Playing Field – Steven Lamb
A Diamond Isn’t Forever – Scot Blythe
Strong Loonie Creates Foreign Equity Bargains – Mark Noble
OBSI In Fight To The Death – Steven Lamb
Ignorance Isn’t Bliss – Bryan Borzykowski
Reverse Psychology – Mark Noble
ADVISOR RESEARCH:
Variable Annuities Primer – Part 2 – Jim Otar
Cheaping Out Can Lead to Loss of Capital – Larry Sarbit
ADVISOR PRACTICE:
Keep Thy Assets Safe – Thane Stenner, Rod Bower, Rory O’Connor
Retirement Planning Big Priority for 30-year-olds – Mark Noble
PORTFOLIO ADVISOR:
Buy the Market (But Which One?) – Scot Blythe
TAX ADVISOR:
Clawing Back GIS – Jamie Golombek
MORNINGSTAR ADVISOR:
Global Funds Galore – Bhavna Hinduja
Analyst’s Report: Mutual Discovery – Philip Lee
Caution the Best Approach in Overheated Market – Michael Ryval


May 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Growth Worlds – Bryan Borzykowski
Boomer Products – Mark Brown
Silent Regulation – Mark Brown
Hard Landing – Mark Brown
Giving Away the Farm – AER Staff
TSX Faces Bank Challenge – Mark Brown
ADVISOR OPINION:
Facts Evasion – John De Goey
ADVISOR RESEARCH:
Variable Annuities Primer – Part 1 – Jim Otar
Retirement Draw – Deanne Gage
ADVISOR PRACTICE:
Loyalty Rewards – Thane Stenner, Rod Bower, Rory O’Connor
Patience Required in Investment Process – Larry Sarbit
TAX ADVISOR:
Disjointed Rights – Part 3 – Jamie Golombek
PORTFOLIO ADVISOR:
Fee Nuisance – Steven Lamb
MORNINGSTAR ADVISOR:
Premium Prices – Philip Lee
Analyst’s Report: CIBC Monthly Income – Mark Chow
Volatility Profits – Diana Cawfield


April 2007
(All articles are in PDF format.)

ADVISOR NEWS:
On Report – Advisor Staff
RRSP Meltdown – Mark Brown
Mortgaged Markets – Mark Brown
Beware the Ides of March – Bryan Borzykowski
Sun Life Clarifies Brand by Scraping Clarica – Mark Noble
An Option for Canadian Brokers – Mark Brown
Perps Walk – Philip Porado
Principles Worth the Tough Slog: The British Experience – Steven Lamb
ADVISOR PRACTICE:
Information Advantages – Thane Stenner, Rod Bower, Rory O’Connor
Most Investors Ignore Independent Advisors – Mark Noble
PORTFOLIO ADVISOR:
Investing Evolved – Pierre Saint-Laurent
ADVISOR RESEARCH:
Comprehending Risk – Weston Wellington
INSURANCE ADVISOR:
Insurance Edges Toward the Digital Age – Bryan Borzykowski
Life Loans – Al Emid
TAX ADVISOR:
Tax Abuse – Jamie Golombek
MORNINGSTAR ADVISOR:
Trendy Investing – Bhavna Hinduja
Analyst’s Report: O’Shaughnessy All-Canadian Equity – David O’Leary
Shanghai Express – Diana Cawfield


March 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Common Ground – Mark Brown
Power Appeal – Mark Brown
Unified Front – Steven Lamb
Hot Commodities – Steven Lamb
Dealing with Ciminals – Mark Brown, Steven Lamb
For Sale? – Steven Lamb
A Work In Progress – Mark Brown, Steven Lamb
Stop Sobbing – Philip Porado
Enforcement Tactics – Mark Noble
ADVISOR PRACTICE:
Vital Standards – John De Goey
Five Essential Steps to Enrich Your Practice – Thane Stenner, Rod Bower, Rory O’Connor
TAX ADVISOR:
Advisor Inc. Pitfalls – Jamie Golombek
ADVISOR RESEARCH:
In Search of Equity Bond – Larry Sarbit
Retirement Revolution or Impasse? – Scot Blythe
TAX ADVISOR:
Pensions Shift Paradigms – Scot Blythe
MORNINGSTAR ADVISOR:
Mutual Knowledge – Philip Lee
Analyst’s Report: Mackenzie Universal World Resource class – Mark Chow
Duly Warned – Diana Cawfield


February 2007
(All articles are in PDF format.)

ADVISOR NEWS:
By The Numbers – Steven Lamb
REIT’s Reach – Scot Blythe
Letters
Home in the Range – Mark Brown
Fund Wrap
Seniors Go It Alone – Mark Noble
Stop Digging – Philip Porado
KYC Pays Off – Steven Lamb
Retirement Crisis – Mark Brown
ADVISOR PRACTICE:
Being Rich Is Not A Retirement Plan – Thane Stenner, Rod Bower, Rory O’Connor
ADVISOR RESEARCH:
Planning Roulette – Jim Otar
Value Traps and Cigar Butts – Larry Sarbit
Equilibrium-Based Investing – Weston Wellington
INSURANCE ADVISOR:
Speeding New Business – Neil Silverman and Byren Innes
TAX ADVISOR
Biased Income Splits – Jamie Golombek
PORTFOLIO ADVISOR:
New Trends in Hedge Funds – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Beyond Diversification – Jordan Benincasa
Analyst Report: Dynamic Focus + Real Estate – Jordan Benincasa
Oil Slick – Michael Rhyval


January 2007
(All articles are in PDF format.)

ADVISOR NEWS:
Dual Platform – Mark Brown
Swinging Lower – Scot Blythe
Letters
A Banner Year – Steven Lamb
Fund Wrap
Long Financial Futures – Mark Brown
Shut Down – Philip Porado
Death Talk – Doug Watt
Risking Retirement – Kate McCaffery
ADVISOR PRACTICE:
Fostering Teamwork – Thane Stenner, Rod Bower, Rory O’Connor
The Trouble With Business People – Larry Sarbit
Check Your Motive – John DeGoey
ADVISOR RESEARCH:
Transparency Discrepancy – Dan Hallet
Glamour Woes – Scot Blythe
INSURANCE ADVISOR:
Topping Up – Al Emid
TAX ADVISOR
Gimme Shelter – Jamie Golombek
MORNINGSTAR ADVISOR:
Investing Smart – Bhavna Hinduja
Analyst Report: Leith Wheeler Income Trust – Mark Chow
Marketable Categories – Rudy Luukko
Financial Consistency – Diana Cawfield


December 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Future Trust – Steven Lamb
Incredible Shrinking MFDA – Mark Brown
New CFP Standards – Heidi Staseson
Seneca Takes on Advisor Ed – Kate McCaffery
Time to get Real – Steven Lamb & Scot Blythe
Fund Wrap
Know Your Limits – Philip Porado
Biding Time – Steven Lamb
ADVISOR PRACTICE:
Lessons From the Fall – Thane Stenner, Rod Bower, Rory O’Connor
ADVISOR RESEARCH:
Gambling with your Clients’ Retirement – Jim Otar
PORTFOLIO ADVISOR:
Hedge Convergence – Pierre Saint-Laurent
TAX ADVISOR
Prompt Payment Penalty – Jamie Golombek
MORNINGSTAR ADVISOR:
From the Peak – Mark Chow
Analyst Report: Mackenzie Maxxum Dividend – Philip Lee
Quality Will Win Out – Diana Crawfield


November 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Pay For Life – Mark Brown
Funds Shrug Off Tax – Steven Lamb
Tax Carrot – Kate McCaffery
Future Returns – Steven Lamb
Covington Winds up Funds – Mark Brown
Fund Wrap
IFIC’s Wish List – Mark Brown
Principal Considerations – Scot Blythe
A Guys Walks Into a Bar… – Philip Porado
ADVISOR PRACTICE:
Expect the Unexpected – Thane Stenner, Rod Bower, Rory O’Connor
Decision Time – John De Goey
The Power of Probability – Larry Sarbit
ADVISOR RESEARCH:
Lost Trust – Mark Brown
TAX ADVISOR
Beneficiary Designations – Jamie Golombek
PORTFOLIO ADVISOR
Mainstream Alternatives – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Guaranteed Pay – David O’Leary
Analyst Report: AIC Canadian Focused – Brian O’Neill
Steady and Contrary
– Michael Ryval


October 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Bank Shot – Mark Brown
Funds Future – Mark Brown
CI Announces Shannon’s Replacement – Steven Lamb
Fund Wrap
Investors Confident With Funds: Poll – Steven Lamb
Professional Planning – Steven Lamb
Note Principles – Mark Brown
Your TREATS – Philip Porado
Advisors Avoid Fraud – Mark Brown
ADVISOR PRACTICE:
Missed Opportunities – Thane Stenner, Rod Bower, Rory O’Connor
Taxing Deadline – Philip Porado
TAX ADVISOR
Hiring Your Kids – Jamie Golombek
FUND DEALER REPORT
Name Your Price – Philip Porado
Advisors Dish on Dealers – Doug Watt
Tech Support – Kate McCaffery
Dealers Struggle with Notes – Doug Watt
Keep in Touch – Philip Porado
ADVISOR RESEARCH:
Closed End Preferred Funds: Effects of Calls – James Hymas
MORNINGSTAR ADVISOR:
Trust Categories – David O’Leary


September 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Big Little Fish – Steven Lamb
More Ammon For Fee Fight – Mark Brown
Letters
IDA Focuses on “revitalization” – Steven Lamb
Changing Values – Steven Lamb
Sunny Summer Sales – Mark Brown
Giving It Away – Kate McCaffery
What’s Left of Canada – Mark Brown
No Name Recognition – Steven Lamb
ADVISOR PRACTICE:
Talk the Talk – Christopher Kruczynski
Artful Advice – Philip Porado
Pressed For Time – Kate McCaffery
Second Time Lucky – John J. DeGoey
TAX ADVISOR
Spousal Assistants – Jamie Golombek
PORTFOLIO ADVISOR
Helping Spouses Plan – Kathryn Jankowski
Lifting the Hood – Pierre Saint-Laurent
ADVISOR RESEARCH:
Is it Market Timing in Disguise? – Jim Otar
MORNINGSTAR ADVISOR:
Two Intriguing Funds in a Losing Category – Brian O’Neill
Analyst’s Report: TD Latin American Growth– Brian O’Neill
Billion Dollar Handoff – Diana Cawfield


August 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Labour Struggle – Steven Lamb
Banks Retain Fund Assets – Steven Lamb
1990s Redux – Scot Blythe
Funds Recover in July – Steven Lamb
Rank Competition – Mark Brown
Insurance Passport – Mark Brown
Independence Day – Philip Porado
Up for Review – Steven Lamb
ADVISOR PRACTICE:
Your Practice on Paper – Jeff Thorsteinson
ADVISOR RESEARCH:
No Boomer Bear – Scot Blythe
Are Floating Prefs Money Market Vehicles – James Hymas
Securing Dividends – Mark Brown
TAX ADVISOR
Disjointed Rights – Part II – Jamie Golombek
PORTFOLIO ADVISOR
True Confessions – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Promises Bigger than Payouts – David O’Leary
Analyst’s Report: Elliot & Page Growth Opportunities– Philip Lee
Orient Exposure – Diana Cawfield


July 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Trusty Business – Kate McCaffery
Dealing in Dealerships – Steven Lamb
A Senior State – Mark Brown
Loonie Ideas – Mark Brown
A Rocky Start to Summer – Mark Brown
Rebuilding Members – Doug Watt
Read It And Don’t Weep – Philip Porado
Brokers Peak – Kate McCaffery
ADVISOR PRACTICE:
Protecting the Downside – John J. De Goey
In Defence of Notes – Thane Stenner
HNW Takeaway Game – Heidi Stasseson
ADVISOR RESEARCH:
Retirement Targets – Jim Otar
TAX ADVISOR
Disjointed Rights – Jamie Golombek
MGA REPORT
Remodelling the MGA – Steven Lamb
Targetting Revenue – Kate McCaffery
MGA’s Put Tech on the Front Burner – Kate McCaffery
Getting the Underwriter’s Ear – Steven Lamb
Covering Liabilities – Steven Lamb
PORTFOLIO ADVISOR
Hedging Momentum – Scot Blythe
MORNINGSTAR ADVISOR:
No Longer a Dirty Word – Mark Chow
Analyst’s Report: Dynamic Value Fund of Canada– Bhavna Hinduja
Japan Premium – Michael Ryval


June 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Growth Spurt – Deanne Gage
Steady Income – Kate McCaffery and Steven Lamb
Post Portus – Mark Brown
Categorical Rift – Mark Brown
Sell in May and Go Away – Mark Brown
Summer Outlook – Mark Brown
Trading Time – Steven Lamb
More Power to Ya – Philip Porado
Regulatory Excess – Philip Porado
Can You Prove Your Clients are Informed – Steven Lamb
The Tax Frontier – Mark Brown
ADVISOR PRACTICE:
Taking the Risk Out of Business – Jean Marchand
TAX ADVISOR
Expenses for Advice – Jamie Golombek
ADVISOR RESEARCH:
A Call, Too, Harms – James Hymas
Investment Hybrids – Deanne N. Gage
Mid-Life Crisis – Mark Brown
Refiguring Retirement – Scot Bythe
INSURANCE ADVISOR
Insuring the Uninsurable – Mark Brown
MORNINGSTAR ADVISOR:
Category Clutter – David O’Leary
Analyst’s Report: Northwest Specialy Innovation– Jordon Benincasa
Inflation Pressure on Stock Picking – Michael Ryval


May 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Separate Value – Scot Blythe
IDA and RS to Join Forces – Mark Brown
RRIF Tax Hit Small – Steven Lamb
Level Sales – Mark Brown
Returns Draw Interest – Mark Brown
TSX: 15,000? – Steven Lamb
Small Business Fears Banks – Doug Watt
Hit For the Cycle – Philip Porado
Show Me the Value – Jeff Thorsteinson
ADVISOR PRACTICE:
Finding the Right Firm – John De Goey
A New Wardrobe – John Lawrence Reynolds
ADVISOR RESEARCH:
Quantifying Time – Jim Otar
More Than a House – Steven Lamb :
TAX ADVISOR
Budget Gift – Kate McCaffery
Taxed Planning – Kate McCaffery and Heidi Staseson
Clawbacks for Some – Jamie Golombek
PORTFOLIO ADVISOR
Rational Exuberance – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
The Lazy Solution – Brian O’Neill
Analyst’s Report: AIC American Advantage– Mark Chow
Almost Mainstream – Diana Cawfield


April 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Advisor INC – Scot Blythe
Under Fire – Ronald McKenzie
Letter to the Editor
CI Top Sales – Mark Brown
Morningstar Walks – Gavin Adamson
Fee For All – Steven Lamb
Portus Shame – Mark Brown
Wells, wells, wells – Philip Porado
IDA Pact Questioned – Mark Brown
Bizarre Ban – Doug Watt
ADVISOR PRACTICE:
Meeting the Ultra-wealthy – Thane Stenner
Heeding Advisors – Heidi Staseson
ADVISOR RESEARCH:
Look at the Numbers – Jonathon R. Pinsler
PORTFOLIOADVISOR:
Potential Norshield Creditors Swell – Scot Blythe
TAX ADVISOR
No Slip, No Excuses… – Jamie Golombek
Tipping Your Hand – Steven Lamb
ADVISOR INSURANCE:
New Life Ed. – Al Emid
MORNINGSTAR ADVISOR:
Funding Targets – Rudy Luukko
Analyst’s Report: Chou Bond – David O’Leary
Special Stocks – Diana Cawfield


March 2006
(All articles are in PDF format.)

ADVISOR NEWS:
A Touch of Class – Mark Brown
Crossed Polls – Kate McCaffery
IDA Moves on Advisor Incorporation – Steven Lamb
Trade Association Ready For Action – Doug Watt
Seasonal Growth – Mark Brown
Passive on Stocks – Mark Brown
Defaults Swell – Steven Lamb
Blow-up Precautions – Mark Brown
The Devil You Know – Philip Porado
Regulator Disharmony – Steven Lamb
No Shield for Investors – Scot Blythe
ADVISOR PRACTICE:
Better Business Pensions – Christopher Kruczynski
ADVISOR RESEARCH:
Mind the Gap – Jim Otar
Flow-Through Bonanza for 2006 – Michael Barrett
ADVISOR INSURANCE:
Disclosure Closing In – Kate McCaffery
TAX ADVISOR
Challenging The GAAR – Jamie Golombek
Not Quite Creditor-Proof – Kate McCaffery
PORTFOLIOADVISOR:
The Old and the New – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Balancing Tough Roads – David O’Leary
Analyst’s Report: Brandes Internationsl Equity – Brian O’Neill
Manager Monitor – Michael Ryval


February 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Channel Growth – Deanne N. Gage
Risk Enforcement – Mark Brown
As January Goes – Mark Brown
Top-line Numbers Belie Fund Sales Trend – Steven Lamb
Dealers Refund Fees – Mark Brown
Sweep Creep – Philip Porado
A Long View – Deanne Gage
ADVISOR PRACTICE:
Balanced Comp – John J. De Goey
ADVISOR RESEARCH:
How Long is Forever? – James I. Hymas
Perfect Storm for U.S.Mortgage-Backed Investors – Michael Barrett
PORTFOLIO ADVISOR
Name Raiders – Pierre Saint-Laurent
TAX ADVISOR
Budget Futures – Mark Brown
Over The Limit – Jamie Golombek
MORNINGSTAR ADVISOR:
Go Forth and Diversify – Mark Chow
Analyst’s Report: Mawer WorldInvestment – Mark Chow
Valuing Cash – Diana Cawfield


January 2006
(All articles are in PDF format.)

ADVISOR NEWS:
Whose Advocate? – Scot Blythe & Deanne Gage
Questionable Timing? – Doug Watt
Cash Falls – Mark Brown
IDA Split Confirmed – Steven Lamb
IFIC Chair Seeks Common Ground Amoung Members – El Amid
Close to Home – Philip Porado
A Resourceful Year – Mark Brown
ADVISOR PRACTICE:
Goals to Strive For – Jeff Thorsteinson
CRA Warns on RCA Abuses – Doug Watt
ADVISOR RESEARCH:
Wealth Hazards – Jim Otar
TAX ADVISOR
Report Everything – Jamie Golombek
INSURANCE ADVISOR
Funding Disability – Janet Freedman
Markets Dark Corners – Scot Blythe
PORTFOLIO ADVISOR
Risk 101 – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Capping Small Caps – Rudy Luukko
Analyst’s Report: Fidelity Small Cap America – Mark Chow
China Caution – Diana Cawfield


December 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Valuing Growth – Steven Lamb
Show Us the Money – Mark Brown
RRSP Omens – Mark Brown
New IFIC Boss Won’t Take Sides – Kate McCaffery
Brokers Go Pro – Steven Lamb
Me and My Shadow – Philip Porado
Picture the ‘New Retirement’ – Kate McCaffery
Closing in on Trusts – Scot Blythe
ADVISOR PRACTICE:
The Big Sell – Thane Stenner
Markets: Efficient or Not? – John De Goey
ADVISOR RESEARCH:
Worth A Bet – Scot Blythe
TAX ADVISOR
Gift Low No-No – Jamie Golombek
More Level Playing Field for Dividends – Mark Brown
PORTFOLIO ADVISOR
Alternative Views On Alternatives – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Five Cool Funds – David O’Leary
Analyst’s Report: Mackenzie Ivy Growth & Income – Brian O’Neill
Manager Monitor: Bullish on the Prospects of Asia – Michael Ryval


November 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Everyone’s A Partner – Scot Blythe
IDA Wants It All – Mark Brown
Unwanted Rules – Mark Brown
October Storms – Mark Brown
In the Client’s Mind, It’s All Retail – Steven Lamb
Boomers Need Help – Steven Lamb
Borrowing Trouble – Philip Porado
Helping Hand – Mark Brown
FOREIGN FREEDOM:
The Right Allocation – Scot Blythe
Laggards First – Kate McCaffery
Global Advantage – Mark Brown
Partying Like it’s 1997 – Mark Brown
Value Emerging – Kate McCaffery
Comfortable Choice – Steven Lamb
INSURANCE ADVISOR:
Living Benefits Lag – Steven Lamb
ADVISOR PRACTICE:
Just Trust Me – Thane Stenner
TAX ADVISOR
Guarded GAAR Guidance – Jamie Golombek
Almost Year-End – Mark Brown
PORTFOLIO ADVISOR
Dispatches From the Front – Pierre Saint-Laurent
Weighting Income – Steven Lamb
MORNINGSTAR ADVISOR:
True Diversity – Brian O’Neill
Analyst’s Report: R Dividend Income – Dan Hallett
Manager Monitor: Ray Mawhinney – Diana Cawfield


October 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Advisor Assent – Kate McCaffery
The Competition – Steven Lamb
Summer Lingers – Mark Brown
Shaken Trusts – Mark Brown
Labour’s Reprieve – Steven Lamb
The Old Switcheroo – Philip Porado
Mutual Liability – Kate McCaffery
No Small Talent – Mark Brown
Court for Portus – Scot Blythe
Retirement Fears – Doug Watt
Indexes No Bull’s Eye – Scot Blythe
ADVISOR PRACTICE:
When You are the Client – John J. DeGoey
Estate Failure – Thane Stenner
ADVISOR RESEARCH:
Fund Futures – Scot Blythe
TAX ADVISOR:
Taxing Trusts – Mark Brown
Group RRSP Settlements – Jamie Golombek
PORTFOLIO ADVISOR
Beyond 60/40 – Scot Blythe
MORNINGSTAR ADVISOR:
Grappling With Fund Risk – Mark Chow
Manager Monitor: IG’s Pauline Lee – June Yee
Analyst’s Report: AGF International Stock Class – Dan Hallett


September 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Advisor Exclusive – Kate McCaffery
Labouring Cuts – Mark Brown
Canadians Balance, Americans Time Market – Steven Lamb
Summer Sales Sizzle – Mark Brown
Commission Conflicts – Kate McCaffery
Name People Play – Philip Porado
Both Ways – Doug Watt
Discount Firms Losing Successful Clients – Steven Lamb
ADVISOR PRACTICE:
State of the Wealthy – Thane Stenner
ADVISOR RESEARCH:
Diversifying a Metal Feat – Steven Lamb
TAX ADVISOR:
No Shoebox Defence – Jamie Golombek
Creditor-Proof RRSPs on the Way – Mark Brown
INSURANCE ADVISOR:
Pricey Pension Plan – Ashley Crozier
Taxing Talks – Mark Brown
PORTFOLIO ADVISOR
Hot Commodities – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Investing Abroad – Rudy Luukko
Analyt’s Report: Saxon Stock – Mark Chow
Buy It Once – Diana Cawfield


August 2005
(All articles are in PDF format.)

NO ISSUE THIS MONTH:


July 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Skilled or Killed? – Scot Blythe – Doug Watt
Bank Firms Stall – Kate McCaffery
Summer Sparkles For Funds – Mark Brown
Branching Out – Doug Watt
CFP Challengers – Steven Lamb
ADVISOR PRACTICE:
Mapping Financial Genes – Thane Stenner
Assets for the Ages – John J. DeGoey
TAX ADVISOR:
Personal Business – Jamie Golombek
MGA REPORT:
MGAS Welcome Banks – Kate McCaffery
Pay Cut – Steven Lamb
INSURANCE ADVISOR:
Regulators Wrath – Kate McCaffery
E&O Not Cheap – Steven Lamb
Forbidding Wars – Steven Lamb
Comp Complexity – Kate McCaffery
ADVISOR RESEARCH:
Bull or Bear – Steven Lamb
SRIs Untapped Potential – Doug Watt
MORNINGSTAR ADVISOR:
Going Against the Grain – Brian O’Neill
Analyt’s Report: Fidelity Japan Sr A – Mark Chow
Bypassing Instinct – Jade Hemeon


June 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Alberta Says No – Doug Watt
Fund Sales Remain Solid – Steven Lamb
Summertime Blues – Doug Watt
IDA Weighs in on HedgeFunds, Referrals – Steven Lamb
The Price is Right – Philip Porado
ADVISOR Q&A:
Uncourted – Kate McCaffery
Accounting For Value – Scot Blythe
ADVISOR PRACTICE:
Give It Away Now – Thane Stenner
ADVISOR RESEARCH:
Deking the Indexes – Scot Blythe
TAX ADVISOR:
Hold the Holdco? – Jamie Golombek
INSURANCE ADVISOR:
Deferring Annuities – Scot Blythe
Ready, Set, Disclose – Steven Lamb
PORTFOLIO ADVISOR:
What You Don’t Know – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
The Great Fund Migration – Rudy Luukko
Analyst’s Report: Bissett Canadian Equity Class A – Mark Chow
Rocks and Fire – Diana Cawfield
Analyst’s Report: Templeton Global Smaller Companies – Brian O’Neill


May 2005
(All articles are in PDF format.)

ADVISOR NEWS:
MER Flashpoint – ADVISOR Staff
Winds of Change – Al Emid
Healthy Returns – Kate McCaffery
Portus Repercussions – Doug Watt
MER Devolution – Doug Watt
Bubble? What Bubble? – Kate McCaffery
Social Butterflies – Doug Watt
Anticipating Interest – Steven Lamb
ADVISOR Q&A:
A Separate Piece – Scot Blythe
Watch the Leverage – Steven Lamb
ADVISOR PRACTICE:
The Wealth Defender – Thane Stenner
Looking For Logic – John J. De Goey
ADVISOR RESEARCH:
The MER Bite – Gene Hochachka
Show Me the Money – Scot Blythe
Wrapping the Risk – Scot Blythe
Back to Reality – Levi Folk
FOREIGN FREEDOM:
Risk and Correlations – Scot Blythe
Foreign History – Kate McCaffery
The Dollar Thicket – Caroline Cakebread
Fixed on Foreign Bonds – Caroline Cakebread
Home Alone – Steven Lamb
Cutting Forward – Al Emid
Don’t Shoot the Clones – Steven Lamb
What If? – Al Emid
Much Ado About Foreign Content – Kate McCaffery
TAX ADVISOR:
Sins of Omission – Jamie Golombek
INSURANCE ADVISOR:
Living Benefits Sales Lag – Kate McCaffery
Guaranteeing the Payout – Scot Blythe
PORTFOLIO ADVISOR:
Still an Inflation Hedge? – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Active Deviation – David O’Leary
Analyst’s Report: CI Signature Canadian Resource – Mark Chow
Cautious Returns – Diana Cawfield
Hot and Cold – Rudy Luukko


April 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Insurance Teller – Kate McCaffery
Portus Payback – Doug Watt
Funds Clawed By Lions of March – Steven Lamb
Crocus Pocus – Doug Watt
Third-Party Poopers – Doug Watt
Private Pensions Plans Fret – Scot Blythe
Not Yet A Super Model – Steven Lamb
Heads-up Advantage – Scot Blythe
ADVISOR Q&A:
Higher Counsel – Deanne N. Gage
Seeking Stability in E&O – Doug Watt
ADVISOR PRACTICE:
Emotional Rescue – Thane Stenner
Doing The Write Thing – David Christianson
TAX ADVISOR:
No Kidding Around – Jamie Golombek
INSURANCE ADVISOR:
Life Beyond The Border – Scot Blythe
Making The Advisor Sale – Steven Lamb
Culling Clients Key – Heidi Staseson
Critical Mass – Scot Blythe
Irish Lessons – Kate McCaffery
PORTFOLIO ADVISOR:
Private Equity Isn’t So Private – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Benchmark Unbeaten – Mark Chow
Analyst’s Report: TD Latin American Growth I – Brian O’neill
Value Visions – Rudy Luukko
Manager Monitor: Taking the Latin Pulse with Claudio Brocado – Jade Hemeon
CI Signature High Income Changes Managers as Ben Cheng Departs – Rudy Luukko


March 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Portus Panic – Doug Watt
Funds on Fire – Steven Lamb
OSC’s Fine Line – Kate McCaffery
Closing Time – Steven Lamb
Portus: Reputational Risk – Scot Blythe
ADVISOR Q&A:
Bearish – All the Way to the Bank – Steven Lamb
Goodale’s Goodies – Kate McCaffery
ADVISOR PRACTICE:
Making It Personal – Thane Stenner
Pension (Mis)Perceptions – Kate McCaffery
ADVISOR RESEARCH:
Falling Knives – Scot Blythe
TAX ADVISOR:
Like It or Lump It – Jamie Golombek
INSURANCE ADVISOR:
Sharing the Policy – Glenn Stephens
Wanted: Higher CompCorp Coverage – Steven Lamb
PORTFOLIO ADVISOR:
Separating Fact From Fantasy – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Entanglements Abroad – Rudy Luukko
Analyst’s Report: TD High Yield Income I – Brian O’neill
A Rose is a Ruse – David O’leary
Manager Monitor: Pierre Bernard – Michael Ryval
Morningstar Unveils F-class Database – AER Staff


February 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Wallet Creep – Doug Watt
Poll Call – Kate McCaffery
January Jolt – Doug Watt
A Fine Year for the IDA – Doug Watt
Expert pulling for a more charitable federal budget – Doug Watt
ADVISOR Q&A:
Reach For The Top – Scot Blythe
Ignoring management – Kate McCaffery
ADVISOR PRACTICE:
Personality matters – Thane Stenner
ADVISOR COMMENT:
The Art of Doing Nothing – Larry Sarbit
Professionalism Dividend – John De Goey
ADVISOR RESEARCH:
Something Ventured – Dan Hallett
Trusts Thrust Into Index – Steven Lamb
TAX ADVISOR:
Reasonable Expectations – Jamie Golombek
RRSP Facts and Figures – AER Staff
INSURANCE ADVISOR:
Insuring Business Owners – Scot Blythe
PORTFOLIO ADVISOR:
Catching the “moment” – Pierre Saint-Laurent
MORNINGSTAR ADVISOR:
Balanced Pay – Mark Chow
Analyst’s Report: Dynamic Focus + Diversified Income Trust – David O’Leary
Currency affects some, but not all U.S. funds – June Yee


January 2005
(All articles are in PDF format.)

ADVISOR NEWS:
Commission Compulsion – Doug Watt
Fearlessly Forecasting a Quiet Year – Kate McCaffery
Value Added – Doug Watt
Absolutely Full? – Scot Blythe
Canadian-based Funds Strong in 2004 – Steven Lamb
ADVISOR Q&A:
Back in the Game
– Darin Diehl
ADVISOR PRACTICE:
Who Do You Want to Work With? – Thane Stenner
ADVISOR RESEARCH:
Venturing in Private – Dan Hallett
RRSP Rip-off? – Doug Watt
TAXADVISOR:
Keeping it in the Family – Jamie Golombek
Creditor Proof? – Charley Tsai
PORTFOLIO ADVISOR:
Do Hedge Funds Hedge? – Pierre Saint-Laurent
INSURANCE ADVISOR:
Opening the Books – Byren L. Innes
MORNINGSTAR ADVISOR:
A Dying Breed – David O’Leary
Analyst’s Report: CI Sigature Dividend – Mark Chow
Manager Monitor: Tye Bousada – Diana Cawfield