Coverage of the annual Advisor Group Dealer Conference, held in Collingwood, Ontario this year, is now available in the November 2007 issue of Advisor’s Edge Report. To get started, check out this special report, including links to coverage from Advisor.ca and new conference video coverage from Advisor.TV.

Advisors will evolve beyond mutual funds
Some industry observers believe many advisors are too reliant on mutual funds but expect that to change as clients needs evolve. It’s already changed among high-end advisors. Read more.

Dealers need to think fee-based
Broker-dealers that do not support a fee-based advisor model should think twice about the offering, as it will prove to be the future of financial services, says outspoken fee-based planner John Nicola. "When we take a look at the price for advice, here’s what I’m going to suggest: in the future, if you have more than $500,000 to invest, you’re not likely to want to pay more than 2% a year." Read more.

Advisor TV NEW!
More compliance coming soon (And what it means for you)

Click for video [3:59]

Dealer executives respond to your compliance concerns and discuss new issues coming down the pipe. Includes interviews with Bill Donegan, chief compliance officer at Worldsource Wealth Management and John Novachis, president of IPC Securities.

Note: Video may take a few minutes to load, depending on your internet connection.

For more dealer conference coverage, check out our annual Dealer Report in the November 2007 issue of Advisor’s Edge Report:

Regulation Means Protection
Registration reform provides better protection to advisors, despite fear of the changes the reform will require. By Steven Lamb

Beyond Funds
High-end producers are lobbying for chance to sell insurance and securities.
By Kate McCaffery

Cost of a Name
Debates about paper and efficiency continue as nominee platform gains ground. By Kate McCaffery

Measuring Up
Advisor Group research show differences between MGA and MFDA advisors.
By Kate McCaffery

Planners Don’t Miss Stocks
The difference between IDA and MFDA licences. By Steven Lamb

Filed by Kate McCaffery Advisor.ca, kate.mccaffery@advisor.rogers.com

(11/21/07)