October 2021

Month

Advisor's Edge

The case for boring in a bull market of DIY geniuses

How to keep clients from psyching themselves out

By Al and Mark Rosen |October 4, 2021

3 min read

Advisor's Edge

A Tax Court lesson in saving receipts

Expense claims are possible without receipts, but it’s an uphill battle

By Jamie Golombek |October 4, 2021

4 min read

Advisor's Edge

From vine to portfolio: exploring passion assets

Three ways to diversify portfolios for wealthy clients

By Mark Burgess |October 4, 2021

9 min read

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

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

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

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

Advisor's Edge

Client Confidential: Isaac Jonas

A resource economist adjusts to banking in Canada

By Melissa Shin |October 4, 2021

3 min read

Advisor's Edge

Advisors should get ahead of the ESG backlash

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

By Mark Burgess |October 4, 2021

3 min read

Advisor's Edge

Pandemic creates cross-border employment and tax riddle

Help this U.S.-based couple who moved to Canada to care for an elderly parent

By Suzanne Yar Khan |October 4, 2021

7 min read

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