Advisors - ADVISORS

Daily News

January 06, 2009 | 16:33

Don't rule out equities for the TFSA

Briefly: "Investors becoming more conservative" and more of Tuesday's news

Fund redemptions slow in December

Equity funds suffer "disastrous" year

Special Report

The very best of Advisor, 2008

Happy New Year! We hope you've had a safe, enjoyable and restful holiday season. If you're looking for a way to ease back into your routine before the madness of tax return season sets in (because, be honest, even if it is "business as usual" at your shop, things are going to be a little busier from here on out), sit back, perhaps grab a cup of coffee, and have a look at some of the best articles the Advisor Group produced in 2008.

my practice

A strong start for 2009

Simon Reilly / January 02, 2009

Now is the time to create a strong start for the year by creating a strong vision for 2009. This gives your business plan a foundation, allowing you to set goals you can use to reward yourself during your journey into the new year.

Business planning that pays off

The royal pain (a case study, part 1)

SPIVA Las Vegas

tax

TFSAs and non-registered accounts

Michelle Munro / January 02, 2009

Should clients put their money into a TFSA or a non-registered account? Although the answer may seem obvious, a discussion about why the TFSA is advantageous has its merits.

Tax strategies in a down market

Reporting gains

TFSA vs. RRSP: How should your client save?

continuing education

Looking for credits in the current CE cycle?

Staff / January 06, 2009

Advisor.ca's Continuing Education section will very shortly make our existing three courses available for credits in the fourth cycle. With free registration, online access and accreditation valid until this CE cycle expires in 2011, getting the education you need has never been easier.

Last chance — read this article, earn free CE credits

(CE Corner) Moving to the U.S.

(CE Corner) Lifelong Income: The Zone Strategy

this month in print

Advisor's Edge

November 2008

Cultured Finance
Expat clients need you to understand more than their finances.

Advisor's Edge Report

November 2008

An Old Hand
Long-time fund executive wants to stir things up and change the landscape

most recommended

investments

The economics of retirement

Peter Drake / January 02, 2009

Extreme market volatility and declining portfolio values — trends that are most on the minds of financial advisors and their clients this year — point to the conclusion that 2008 has been a bad year for retirement economics.

Big frauds and small starts

Retirements last longer than the market correction

Beta loaded

insurance

tools

Daily News

Special Report

The very best of Advisor, 2008

my practice

A strong start for 2009

Business planning that pays off

The royal pain (a case study, part 1)

SPIVA Las Vegas

More

tax

TFSAs and non-registered accounts

Tax strategies in a down market

Reporting gains

TFSA vs. RRSP: How should your client save?

More

continuing education

Looking for credits in the current CE cycle?

Last chance — read this article, earn free CE credits

(CE Corner) Moving to the U.S.

(CE Corner) Lifelong Income: The Zone Strategy

More

this month in print

Advisor's Edge

November 2008

Advisor's Edge Report

November 2008

most recommended

investments

The economics of retirement

Big frauds and small starts

Retirements last longer than the market correction

Beta loaded

More

insurance

How to integrate RDSPs, Henson trusts and annuities

Bomb shells

Insurer strength secures GMWBs

Premium Advice — Insured annuities and philanthropic needs

More

tools

More Ways to Get Advisor

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