Advisor's Edge

Do KYC profiles match client trading behaviour?

Advisor's Edge

Do KYC profiles match client trading behaviour?

Researchers point to new ways of assessing risk

By Mark Burgess |October 4, 2021

3 min read

How much should an executor be paid?

Advisor's Edge

How much should an executor be paid?

If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive

By Rudy Mezzetta |October 4, 2021

3 min read

How to prepare for a home audit

Advisor's Edge

How to prepare for a home audit

Dealers shouldn’t be confronted with red flags upon entry to the home

By Michelle Schriver |October 4, 2021

2 min read

What was the biggest lesson you learned during the pandemic?

Advisor's Edge

What was the biggest lesson you learned during the pandemic?

We asked three advisors

By Allan Janssen |October 4, 2021

2 min read