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BridgeForce News | January 23, 2017

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HEADLINES Don’t get sued: Choose the right clients Ask key questions to prospects to screen for good clients. There are many ways advisors can stay out of court and avert regulatory attention, but scrutinizing your prospective clients carefully to avoid picking the wrong clients will help you reduce your chances of getting sued. Here is an example of how this …

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BridgeForce News | January 9, 2017

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HEADLINES Where is the investment industry heading in 2017? At the Empire Club’s recent Annual Investment Outlook 2017, Ian Russell, President and CEO, the Investment Industry Association of Canada (IIAC) revealed the results of IIAC’s latest survey of investment CEOs. Conducted from November 3 to November 25 last year, the survey coincided with the election result south of the border …

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BridgeForce News | December 27, 2016

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HEADLINES CLHIA reaching out to boomers and millennials with specialist platforms The Canadian Life and Health Insurance Association (CLHIA) is making efforts to reach out to both sides of the generational divide. Earlier this year it launched its ‘Retiring Soon?’ resource for those entering their twilight years. Last month, marking Financial Literacy Month, it started the No Time Like Now …

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BridgeForce News | December 12, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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BridgeForce News | November 28, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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BridgeForce News | November 14, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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BridgeForce News | October 31, 2016

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HEADLINES Year-end tax planning 2016 webinar (Nov 9, 2016) There are many tax strategies and tax-planning opportunities that you can help your clients take advantage of before Dec. 31. From tax-loss selling to charitable donations, from RESP optimization to the tax credits that will be eliminated after 2016, Jamie Golombek reviews some of his major year-end tax planning tips. The …

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BridgeForce News | October 17, 2016

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HEADLINES The increasing complexities of senior clients with POAs As the average age of the population increases, it’s becoming more commonplace for advisors to take instructions from people other than the client pursuant to a signed power of attorney (POA) document. Navigating some of the complexities associated with a POA has become a huge problem for advisors and dealers as …

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