Michelle Schriver is assistant editor of Advisor’s Edge. Email her at firstname.lastname@example.org.
Advisors share what they offer—beyond the plan
The Big Question asks
Mostly misses—especially tax deferral loss for corporations
The ethical advisor answers
We ask three clients
Advisors get proactive and creative
Will 2018 see a market correction?
If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]
Economic sweet spot won't last forever
Keeping abreast of your client obligations is no easy feat, and following proposed legislation—like Finance’s tax reforms for businesses—adds to the burden. If the department’s reforms are passed, your business-owning clients might require new planning. If you don’t inform them of the changes in a timely manner, could you be held liable? “It’s completely settled […]