May 2019

Month

Advisor's Edge

What makes a good advisor website?

Tips for establishing an online presence

By Gil Martinez |May 24, 2019

2 min read

Advisor's Edge

How to handle rental properties in estates

Executors must balance responsibilities to tenants and beneficiaries

By James Dolan |May 24, 2019

3 min read

Advisor's Edge

Is modern portfolio theory right for your client?

The answer is different for the truly wealthy versus everyone else

By Mark Yamada |May 24, 2019

4 min read

Advisor's Edge

Tax case illustrates government’s motivation in IPP change

New rules in the 2019 federal budget crack down on commuted value transfers

By Jamie Golombek |May 24, 2019

3 min read

Advisor's Edge

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit

By Curtis Davis |May 24, 2019

3 min read

Advisor's Edge

Better investing through fraud awareness

Avoid mistakes by knowing the warning signs

By Al and Mark Rosen |May 24, 2019

4 min read

Advisor's Edge

How ALDAs could help your client manage longevity risk

With this new product, payments can be deferred to age 85

May 24, 2019

6 min read

Advisor's Edge

Why risk assessments should be at the centre of client relationships

A look at how tech and behavioural science are changing KYC

By Mark Burgess |May 24, 2019

12 min read

Advisor's Edge

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

By Michelle Schriver |May 24, 2019

3 min read

Advisor's Edge

How do you ensure clients don’t check out during a conversation?

Advisors weigh in

By Sharon Ho |May 24, 2019

2 min read

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