Advisor's Edge May 2019 cover

May 2019

Technology

Tips for establishing an online presence

Estate Planning

Executors must balance responsibilities to tenants and beneficiaries

Interest income versus the dividend tax credit

Market Insights

The answer is different for the truly wealthy versus everyone else

Avoid mistakes by knowing the warning signs

Tax News

New rules in the 2019 federal budget crack down on commuted value transfers

Retirement News

With this new product, payments can be deferred to age 85

Conversations

A look at how tech and behavioural science are changing KYC

Be clear about what you stand for, so clients won’t fall for what you don’t