December 2017

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AER December 2017

Understanding maximum transfer value rules

What clients need to know when commuting a DB pension

By Lea Koiv |December 15, 2017

7 min read

Year-end tips for tax-loss selling

How, when and why to ditch a loser

By Jamie Golombek |December 15, 2017

3 min read

The best is yet to come

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 Report was launched in 2005 as a companion to Advisor’s Edge, our flagship publication. AER has since evolved into a newspaper that provides in-depth technical analysis on tax, estate, investment, […]

By Melissa Shin |December 15, 2017

2 min read

Who is Canada’s Receiver General?

Where that tax payment goes

By Simon Doyle |December 15, 2017

3 min read

Coming soon: MFDA continuing education

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 […]

By Michelle Schriver |December 15, 2017

5 min read

Is being a single-income household financially feasible?

A look at the financial, tax and intangible considerations

By Curtis Davis |December 15, 2017

5 min read

Synchronized global growth favours equities, but risks lie in wait

Economic sweet spot won't last forever

By Michelle Schriver |December 15, 2017

9 min read

When following smart money is stupid

Billionaire bets can be painful for regular investors

By Al and Mark Rosen |December 15, 2017

4 min read

Why understanding gambling can help investors

Professional managers often dislike gambling comparisons, but there are lessons

By Mark Yamada |December 15, 2017

4 min read

Investing in volatile energy stocks

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

By Katie Keir |December 15, 2017

9 min read