April 2018

Month

Advisor's Edge

Financial wisdom in unlikely places

Humanizing the methods and challenges of finance

By Mark Burgess |April 13, 2018

4 min read

Advisor's Edge

Who helps you create and review your financial plan?

Find out who advises these advisors

By Michelle Schriver |April 13, 2018

2 min read

Advisor's Edge

Client confidential: Hélène & Luc

Why this couple walked away from their advisor

By Susan Goldberg |April 13, 2018

3 min read

Advisor's Edge

Country of the month: Australia

In addition to extra property tax, non-resident foreigners can only buy new dwellings or vacant land

By Sara Tatelman |April 13, 2018

11 min read

Advisor's Edge

What happens when an estate gets reopened

You’ve paid estate bills, distributed assets to beneficiaries and received a clearance letter from CRA

By James Dolan |April 13, 2018

4 min read

Advisor's Edge

Prevent problems with bequests

Where there’s a will, there’s … potential for error

By Susan Goldberg |April 13, 2018

8 min read

Advisor's Edge

Managing tuition tax trouble

The limits of carrying credits forward

By Jamie Golombek |April 13, 2018

4 min read

Advisor's Edge

A tale of two REITs

There’s still room for wins in the dynamic real estate sector, even as interest rates rise

By Katie Keir |April 13, 2018

9 min read

Advisor's Edge

When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement

By Michelle Schriver |April 13, 2018

4 min read

Advisor's Edge

Why Canadian investors need more technology exposure

Find out why more tech is better than less

By Mark Yamada |April 13, 2018

4 min read

More from 2018