Advisor's Edge

Downside protection can be more important than upside

Always account for downturns when investing

By Melissa Shin |June 18, 2018

3 min read

Advisor's Edge

Never assume you know what a client wants

Don't come to client meetings with preconceived notions

By Melissa Shin |June 18, 2018

3 min read

Advisor's Edge

Proactively discuss fees and your value proposition with clients

Discussing fees in the context of performance is only part of the conversation

June 18, 2018

3 min read

Advisor's Edge

When a client wants to invest—but not with you

Putting clients' interests first is the priority

June 18, 2018

3 min read

Advisor's Edge

CPP: A good bang for the buck?

Evaluating the Canada Pension Plan's value

By Curtis Davis |June 18, 2018

4 min read

Advisor's Edge

Are you entitled to a commuted value?

Rules on commuting pensions and how values are calculated

By Lea Koiv and William C. Kennedy |June 18, 2018

6 min read

Advisor's Edge

There may be relief for delinquent T1135 filers

New case requires CRA to reconsider penalty for late reporting

By Jamie Golombek |June 18, 2018

3 min read

Advisor's Edge

Country of the month: Japan

Labour shortages, an aging demographic and low inflation rates continue to challenge the world’s third-largest economy

By Sharon Ho |June 18, 2018

6 min read

Advisor's Edge

Why investing in REITs requires caution

Regulatory notice does little to address reporting concerns

By Al and Mark Rosen |June 18, 2018

3 min read

Advisor's Edge

What it really means to put clients first

Insights from advisors and investors on how to best serve your book

By Katie Keir |May 11, 2018

10 min read

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