September 2013 issue
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Advisors will need to pay closer attention to anti-money laundering rules
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Investment Planning Counsel strengthens presence in Eastern Ontario with acquisition of Independent Planning Group
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Humania wants to usher in advisor 2.0
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Grey romances pose financial planning challenge
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Ottawa may soon tighten up on use of universal life as a tax shelter
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Underinsured travellers put financial health at risk
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Fee-based planning: smoothing the way of a successful transition
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Denied tax credit for interest on student loans
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A firm purpose brings solid sales
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Mother and son share passion for holistic financial planning
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Desjardins launches life insurance and LTC combo product
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Manulife and RBC strike travel insurance business deal
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Letter to the Editor: The embedded compensation issue