Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover. Financial Planning What to know before commuting a pension The rules are complex, and so is your decision By Doug Carroll | November 27, 2023 5 min read Financial Planning Why less is more when it comes to investment decisions Establishing clear values and objectives can help prevent mistakes By Coreen Sol | October 25, 2023 3 min read Tax Tips for executors when dealing with banks What executors need to know, from the death certificate to establishing the estate account By Rudy Mezzetta | October 11, 2023 5 min read Financial Planning Financial advice from AI may be educational but not holistic, experts say Hybrid model may provide better client outcomes By Ritika Dubey, The Canadian Press | October 26, 2023 3 min read Financial Planning What you need to consider before downsizing in retirement There’s a lot more to think about than projected savings By Doug Carroll | October 10, 2023 3 min read Investing What is a ‘narrow market’? Sometimes, a small number of companies can drive the broad index By Mark Burgess | October 11, 2023 4 min read Investing The yield on a 10-year U.S. Treasury reached 5%. Here’s why that matters As one of the safest investments on the planet, U.S. Treasuries sway prices for all kinds of investments By Stan Choe, The Associated Press | October 23, 2023 4 min read Investing What is a covered call? Options strategies can provide income in flat or down markets By Suzanne Yar Khan | October 11, 2023 3 min read Investing What does a market-maker do? Pulling back the curtain on ETF intermediaries By Mark Burgess | October 11, 2023 3 min read Financial Planning Embrace volatility with dollar-cost averaging DCA helps investors weather the storms of fluctuating prices By Susan Goldberg | April 6, 2018 5 min read