Over the past year, Advisor.ca has offered everything from breaking industry news to coverage of the industry’s most prevalent trends.
So along with uncovering the top financial phrases of 2012, we’re also offering you a list of our most-read stories of 2012. It’s a count down from 25 to 1, so enjoy these reads as you sit back and relax over the holidays!
NOTE: Several of our top reads had to do with the turbulent insurance market this past year. To see all related content, read Cope with an insurance shrinking market, which offers a full overview of clients’ changing options.
See you next year!!
25. Are income products the next bubble?
24. 10 tips for young advisors and associates
23. Merger creates new MGA giant
22. Is retirement planning a waste of time?
21. IIROC wants advisors to justify comp
20. 5 tax benefits of testamentary trusts
19. Macquarie scores top talent
18. 9 ways to generate new clients
17. U.S. CFP board strips 8 advisors of designations
14. Sid the Kid holds $20 million DI policy
13. Prepare clients for OAS and tax changes
12. Were Canada’s banks bailed out?
11. Tax-efficient investing: Part 1
10. Exclusive: Team leaves Richardson GMP for Macquarie
9. Long-term investing is dead: Gundlach
8. Chilton takes a swipe at reverse mortgages
7. Budget delays OAS eligibility to 67
6. 8 reasons to retire in Canada
5. Stress testing your retirement plan: How big is my cushion?
4. Only 2 funds receive an “A” from Morningstar
3. How the CRA finds unreported income
2. Tax planning and dual citizenship
1. 12-year-old girls warns banks (Our viral hit of the year!!)
And don’t forget to revisit our top social media links of the year. They included:
1. LinkedIn sued for $5 million
3. 7 tips for creating a professional LinkedIn profile
4. Government lets clients rate advisors online
5. Social enterprise is the future of wealth management
6. Swindlers join the social media party
7. Banks buying friends on Facebook
8. Where to find wealthy prospects
9. Your boss reads your instant messages
10. Improve your client emails
