AE May 2018 Cover

May 2018

Retirement Case Studies

Couple with kids from previous marriages considers adoption

Conversations

Insights from advisors and investors on how to best serve your book

Or: Why don’t you use one?

This advisor wrote his own compliance manual

In the first 10 minutes of a meeting, your client says: “Now that the kids are grown up, no one goes to our cabin anymore."

The researchers say women need to be “more forceful” in meetings with financial advisors when their spouse is present

Mark Yamada

How machine learning is changing the industry

Doug Carroll

What Ontario’s surtax elimination means

Industry News

Regulators have to remain vigilant—and they are

Borrowing to invest isn't appropriate for everyone

Livent case casts doubt on shareholder rights

Market Insights

Natural paradise can also be tax heaven

How will a reliable telecom fare in a rising rate environment?

Curtis Davis

Borrowing to invest isn't appropriate for everyone

Estate Planning

Not every estate is a windfall for beneficiaries

Couple with kids from previous marriages considers adoption

Al and Mark Rosen

Livent case casts doubt on shareholder rights