Advisor's Edge Report June 2009 issue highlights
Empowering investors |
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Advisor perspective |
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| News • Sun Life defends hike in GMWB fees; • New rule on retirement savings; • Options expand for CFPs; • Advisors and the environment. |
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| Conference Roundup Distributors’ Summit; CIFPs conference; Canada Cup of Investment Management. |
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| Q&A Advocating free markets for global investors. |
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| Compliance Don’t admit liability until proven guilty. |
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| Research Risk can’t be eliminated, only transformed; It’s said, equities outperform bonds, but history suggests otherwise. |
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| Tax Commissions on personal investments are taxable. |
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| CFA Package Understanding beta sensitivities goes a long way; When it comes to investing, practice and theory don’t converge; Equities are in upswing, but it’s still a bear-market rally. |
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| Morningstar Fees can dry up potential gains, especially during a downturn. |
