AER December 2017

December 2017

Lea Koiv

What clients need to know when commuting a DB pension

Jamie Golombek

How, when and why to ditch a loser

Industry News

This is your last issue of Advisor’s Edge Report. Rest assured, this content isn’t going away; it’s being repackaged. Allow us to explain. Advisor’s Edge…

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…

This manager bought an energy giant and a new entrant, and only one panned out

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

Tax News

What clients need to know when commuting a DB pension

How, when and why to ditch a loser

Where that tax payment goes

A look at the financial, tax and intangible considerations

Michelle Schriver

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…

Curtis Davis

A look at the financial, tax and intangible considerations

Margaret O’Sullivan

Al and Mark Rosen

Billionaire bets can be painful for regular investors

Katie Keir

This manager bought an energy giant and a new entrant, and only one panned out

Mark Yamada

Professional managers often dislike gambling comparisons, but there are lessons

Continuing Education

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.