AE February 2020

February 2020

Tax News

The latest court case highlights the importance of filing on time

Industry News


Competence is no longer enough

How should advisors find clients today?

From deciding to leave your firm to settling in somewhere new, these advisor insights will help ensure a successful transition

Privacy breaches could be career-ending

A personality test can tell us about retirement planning

Learning how to talk about money

Market Insights

Rates have fallen and can’t get up

Examining policy options in a heated primary season

Living Benefits

A breakdown of who benefits from the federal government’s proposed annuity

Estate Planning

Exercising discretion with estate assets in trusts

A recent court case illustrates the risks that come with longer lives


More clients with short life expectancies may be able to qualify