Survey Report

How pension reform might affect advisor compensation—and what you can do about it.

Wednesday, March 7th, 2012

By Marc Lamontagne, CFP, R.F.P, FMA Pension reform is still in the news these days, but a number of stories going back to last spring got me thinking about how a government-led shock could affect individual financial advisors and the way we do business. Proposals under debate included very serious discussions on the introduction of […]


The trailer fee compensation model is making inroads—And why that might be a bad thing.

Wednesday, June 15th, 2011

By Marc Lamontagne, CFP, R.F.P., FMA Over the years there have been numerous debates about whether trailers should be considered a fee or a commission. Adding to the confusion are industry stalwarts (including yours truly) who have argued convincingly on both sides, but new research suggests we may be wasting our collective breath. The results […]


You Missed a Great Conference!

Wednesday, May 25th, 2011

The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this conference and once again the agenda was PACKED. Each day began about 7:30 am and typically went to 6:00 pm, with dinner starting pronto at 6:30. You clearly earn your CE credits and receive your […]