Magazine Archives:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

NO ISSUE THIS MONTH:

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

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

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

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

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

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

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