Advisor's Edge March 2022 cover

March 2022

Advisor's Edge

Claims of novel technology are at the centre of many collapses

Five years into CRM2, the cracks are showing

An entrepreneur's complicated relationship with money

A lack of understanding about spousal RRSP limits was no excuse

Make sure clients don’t run afoul of the attribution rules

New risks and rewards from Canada’s second-largest sector

What executors need to know when a beneficiary can’t be easily identified or found

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

Exploring the new product landscape

Thorough KYC lays the groundwork for advisory action

A high degree of empathy can also lead to burnout, the paper said