FORUM MAGAZINE
FORUM Magazine
FORUM magazine is the magazine of influence for financial advisors across the country. First published in 1914 as Office and Field, FORUM has evolved over the years into an award-winning magazine designed to help financial advisors and planners serve their clients more effectively. Industry experts and seasoned journalists provide valuable insights into the issues and trends that matter most to Canada’s financial professionals.
Published eight times a year, our regular columns and features on practice management, investing, insurance, financial planning, succession planning, and estate and tax planning keep Advocis members informed and up-to-date on the information that matters most to them.
Selected articles from the January/February issue of FORUM
FORUM – January/February
FEATURES
Is Canada Safe?
Canada emerged from the global economic downturn of 2008-2009 relatively unscathed, and today its economy remains strong compared with other nations. But how immune is Canada to the economic uncertainty facing Europe and the United States? With the possibility of another global economic recession, how will Canada be affected, and will it be different this time? Three leading Canadian economists weigh in.
The ETF Explosion
Exchange-traded funds (ETFs) have had a major surge in popularity over the last year as investors search for alternative ways to grow their portfolios. With the Canadian market capitalization at almost $40 billion, Michael Callahan looks at what makes ETFs so attractive, the various types of ETFs available today, and how to determine if they are right for your clients.
Convergence — The Next Wave
On November 23, 2011, industry leaders, regulators and financial advisors came together to share their perspectives on new products, regulatory responses and the role of the advisor at the third annual Advocis regulatory affairs symposium. At the heart of this year’s discussions was the alignment of advisor and consumer interests in an era of increased product complexity and global economic volatility. By Kristin Doucet
INSIDE:
Tax & Estate Planning: Doug Carroll on withdrawing RESP money
Corporate Insurance: Kevin Wark and Glenn Stephens on Finance’s concerns about EPSPs
The Small Business Client: Mike McClenahan on the HR challenge for small employers
Leadership & Growth: David Gray and Norm Trainor on sustaining growth amid succession planning challenges
Next issue: Profile of new Advocis chair