February 2021

Month

Advisor's Edge

Breaking down the duty to inform

Regularly providing information to beneficiaries — and keeping records — will go a long way

By Rudy Mezzetta |February 5, 2021

3 min read

Advisor's Edge

Industry talk with new and veteran advisors

What attracted them to financial services?

By Michelle Schriver |February 5, 2021

2 min read

Advisor's Edge

Welcome to the new investor wasteland

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

By Al and Mark Rosen |February 5, 2021

3 min read

Advisor's Edge

Is it time to adjust the 60/40 portfolio?

Examining the options for clients beyond traditional fixed income

By Mark Burgess |February 5, 2021

9 min read

Advisor's Edge

How social networks influence investors

Even the best financial advice must contend with other sources of information

By Maddie Johnson |February 5, 2021

2 min read

Advisor's Edge

Beware of conflicts when working with couples

Dealing with a request outside your joint engagement

By Michelle Schriver |February 5, 2021

3 min read

Advisor's Edge

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

By Susan Goldberg |February 5, 2021

3 min read

Advisor's Edge

Proactive tax planning for 2021

Take these steps to help clients manage tax on pandemic benefits

By Curtis Davis |February 5, 2021

3 min read

Advisor's Edge

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

By Susan Goldberg |February 5, 2021

9 min read

Advisor's Edge

Claiming home office expenses under the CRA’s new rules

Which method is best for your clients?

By Jamie Golombek |February 5, 2021

4 min read

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