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Part 4: Advisor cracks open his fee-based book
Terry Ritchie, an advisor and partner at Transition Financial Advisors Group Inc., describes his fee-based book and the revenue growth from various sources for his cross-border business. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 4 of 4)
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Slow transition to a fee-based practice could hamper long-term revenue growth, planners told, by Megan Harman
Duration: 4 min 04
- June 16, 2009 11:19 AM EDT
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CIBC’s Tal: Higher inflation and commodity prices
Duration: 3 min 57
Benjamin Tal, senior economist at CIBC World Markets Inc., discusses the outlook for inflation, oil and commodity prices. He spoke at the CIFPs conference in Halifax on June 8.
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Tips from advisors on strategy for client meetings
Duration: 3 min 21
Three advisors discuss their approaches to client meetings in challenging markets. They spoke at the CIFPs conference in Halifax, on June 8. To read more about the CIFPs conference, click...
TD’s Rai discusses outlook for bonds, economy
Duration: 4 min 17
Satish Rai, vice chairman of TD Asset Management Inc., discusses the outlook for the global economy, corporate, high-yield, and real return bonds and the chance for higher inflation. He spoke at the CIFPs Conference in Halifax, on June 8.
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A teaser from the CIFPs conference in Halifax
Duration: 0 min 42
Clare O'Hara and Megan Harman, staff writers at Investment Executive, give viewers a teaser of news coverage to come from Halifax at the 7th annual Canadian Institute of Financial Planners Conference. They spoke in Halifax.
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