AE February 2020

February 2020

Advisor's Edge

How should advisors find clients today?

Competence is no longer enough

Rates have fallen and can’t get up

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

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

Exercising discretion with estate assets in trusts

The latest court case highlights the importance of filing on time

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

More clients with short life expectancies may be able to qualify

Privacy breaches could be career-ending

A personality test can tell us about retirement planning

Learning how to talk about money

Examining policy options in a heated primary season