Magazine Archives for:
Advisor's Edge
focuses on trends and strategies for successful advisors.
December 2012
- Prepare to be squeezed / Melissa Shin
- Move clients into your book / Christopher Mason
- Purchase a timeless investment / Vikram Barhat
- Give clients a GPS / Stuart Foxman
- All’s well that ends well / Katie Keir
- Tune in to radio advertising / Stuart Foxman
- When giving away the farm makes sense / Suzanne Sharma
- When a client has capital losses in an RRSP / Lisa MacColl
- How to address an inadequate inheritance / Margaret O’Sullivan
- Help affluent professionals save tax / Stella Gasparro
- Get owners to consider succession / Rosemary Smyth
- Use tablets in client meetings / Kevin Cork
- Restrict choice. Get better decisions / Brynna Leslie
- Advisor confidential | Kathryn Del Greco / Kanupriya Vashisht
- When good partners go bad / Katie Keir
November 2012
- How to achieve success early / Melissa Shin
- Keep insurance returns tax-free / David Wm. Brown
- How athletes and investors are alike / Brynna Leslie
- Produce great advisors / Katie Keir
- Kitchen confidential / Stuart Foxman
- Invest in companies first / Stuart Foxman
- Investing in biotech—It’s a science / Suzanne Sharma
- When carrying debt makes sense / Lisa MacColl
- Convince Gen Y to get advice / Caroline Hanna
- An all-star roster / Suzanne Sharma
- Advisor confidential | Shelly Appleton-Benko / Kanupriya Vashisht
October 2012
- Why you didn’t land that client / Melissa Shin
- Superstars for sale: Buying memorabilia / Vikram Barhat
- Build conversations that persuade clients / Rosemary Smyth
- Brace for the 2% wealth surtax / Stella Gasparro
- When are trusts better than wills? / Margaret O’Sullivan
- Ensure you’re recognized instantly / Stuart Foxman
- Install a low-cost, high-feature phone system / Kevin Cork
- Long-term but short-sighted / Stuart Foxman
- Get on board with my priorities / Philip Porado
- I may outgrow you / Philip Porado
- Only call if it’s important / Philip Porado
- Clients speak up / Philip Porado
- Do your job well / Philip Porado
- Play straight with me / Philip Porado
- I do intend to retire / Philip Porado
- Get them on board / Christopher Mason
- Advisor confidential | Jason Stalker / Kanupriya Vashisht
- When bubbles burst, clients suffer / Richard Deaves as told to Brynna Leslie
September 2012
- Beware when clients co-sign mortgages / Lisa MacColl
- Map the road to retirement / Katie Keir
- 4 ways to save cross-border tax / Melissa Shin
- Include this liquid asset in portfolios / Vikram Barhat
- Time to explain investments / Stuart Foxman
- Slow the real estate rush / Katie Keir
- Insurance is on sale / David Wm. Brown
- Reel in education grants / Melissa Shin
- Protect your rep / Melissa Shin
- Advisor confidential | Jerrod Schafer / Kanupriya Vashisht
- Say welcome to cheap healthcare / Suzanne Sharma
- Get focused on video / Stuart Foxman
- Cope with inter-jurisdictional tax problems / Melissa Shin
- Ready to take a risk? / Christopher Mason
- 6 ways to help immigrants / Staff
- Insurance for young people / Caroline Hanna and Dave Pettenuzzo
- RESPs: Just the facts / Staff
- Handle long-distance communication challenges / Vikram Barhat
June 2012
- How to protect emergency savings / Christopher Mason
- Why good service can bite you / Staff
- Help a retiree who doesn’t spend / Christopher Mason
- Rescue overspending retirees / Christopher Mason
- Push clients toward equities / Vikram Barhat and Melissa Shin
- Keep staff happy with benefit plans / Stuart Foxman
- Focusing on the film industry / Bryan Borzykowski
- Advisor confidential | Eric Stodt / Kanupriya Vashisht
- Alternative ways for clients to make decisions / Dr. Gerd Gigerenzer
- Film investing: moneyball or casino royale? / Vikram Barhat
- Become an objective detective / Stuart Foxman
- When clients want to open a franchise / Lisa MacColl
- Talk to clients about mortgage risks / Rosemary Smyth
- Rules covering IPOs are changing / Prema K. R. Thiele and Rebecca A. Cowdery
- Save articles for later / Kevin Cork
- Invest in insurance now / David Wm. Brown
- Get paid enough for your book / Melissa Shin
May 2012
- Get help to find the best staff / Stuart Foxman
- Stay-at-home spouses need insurance, too / Golda Brown
- Help clients avoid tax surprises / Stella Gasparro
- Manage all assets for clients / Stuart Foxman
- Help couples avoid arguments / Rosemary Smyth
- Protect entrepreneur clients / Melissa Shin
- Priorities of single clients / Kanupriya Vashisht
- How divorce impacts the will / Melissa Shin
- How to spot high potential clients / Caroline Hanna
- When family duty alters retirement plans / Lisa MacColl
- Use lifestyle cues to understand risk / Paola Sapienza as told to Brynna Leslie
- 5 reasons trusts work for incapacity planning / Margaret O’Sullivan
- Stop talking down to women / Melissa Shin
- Knowledge checklist for passive partners / Melissa Shin
- Definitions of alter-ego and joint-partner trusts / Staff
- Tips for singles to leave legacies / Kanupriya Vashisht
- How singles can build financial buffers / Kanupriya Vashisht
- Place bets on racehorse investing / Vikram Barhat
- Make sure you’re compliant / Prema K. R. Thiele
- Advisor confidential | Olivia Woo / Kanupriya Vashisht
April 2012
- ETFs for MDFA advisors / Investor Economics
- Put on a great seminar / Stuart Foxman
- Help middle-class clients / Graham F. Scott
- Investing in jewelry / Vikram Barhat
- Help clients understand trade-offs / Dan Ariely
- Stick to the law when it comes to insurance / David Wm. Brown
- Tablet offers more features for advisors / Kevin Cork
- Ask clients about cross-border activities / Lisa MacColl
- Check in more often / Stuart Foxman
- Deconstructing wealth / Kanupriya Vashisht
- Hiring a family member / Rosemary Smyth
- Charitable tax credits flexible after death / Barry Corbin
- Advisor confidential | David R. Bruce / Kanupriya Vashisht
March 2012
- Wealthy clients have debt, too / Lisa MacColl
- 5 tips for young clients / Caroline Hanna
- When to talk philanthropy / Christopher Mason
- Grow the firm’s bottom line / Melissa Shin
- Rich clients may not be smart / Richard E. Austin
- Help cautious clients take risks / Stuart Foxman
- Emotional nuances can impact investments / Lisa Kramer as told to Brynna Leslie
- Advisor confidential | Jamie F. Mackie / Kanupriya Vashisht
- The equity owner | Mark Farris / Melissa Shin
- Other ways to calculate costs / Melissa Shin
- The bank advisor | Alex Bird* / Melissa Shin
- The professional services advisor | Cynthia Kett / Melissa Shin
- How to explain insurance rate increases / David Wm. Brown
- Ask clients to consolidate / Rosemary Smyth
- Antique violins a sound investment / Vikram Barhat
- The cost of publishing your own book / Stuart Foxman
February 2012
- Help special-needs clients have enough for the future / Doug Watt
- Cool the appetites of risk-hungry clients / Stuart Foxman
- Help self-employed clients / Melissa Shin
- Don’t waste charity tax credits / Barry Corbin
- Perform high-volume, low-value tasks on the go / Kevin Cork
- Advisors must help clients plan their deaths / Melissa Shin
- Educate clients about advanced care directives / Melissa Shin
- Are you accessible to clients? / Stuart Foxman
- Two opportunities in the fine print / David Wm. Brown
- Help clients realize they can’t control success / Simon Gervais as told to Brynna Leslie
- Advisor confidential | Anna Nemeth / Kanupriya Vashisht
- Questions for older clients / Rosemary Smyth
- Planning for disabilities / Christopher Mason
- Antiques make solid investment / Vikram Barhat
January 2012
- How to ask for a referral / Rosemary Smyth
- Don’t be a pushover / Melissa Shin
- Help clients worry less, invest more / Victor Ricciardi
- Decoding client behaviour / Dean DiSpalatro
- Two ways to reduce compliance costs / Richard E. Austin
- Protect clients when they go to volatile countries / David Wm. Brown
- Advisor confidential | Patti Shannon / Kanupriya Vashisht
- Help clients find you online / Stuart Foxman
- Help clients avoid emotional investing / Stuart Foxman
- Don’t lose client data / Christopher Mason
- Help a client choose whether to commute his pension / Melissa Shin
- Authenticity matters / Melissa Shin with files from Lena Smirnova
- Forget a cottage; some clients want to own a secluded hideaway / Vikram Barhat
2012
