Advisor's Edge October 2021 cover

October 2021

Advisor's Edge

How to keep clients from psyching themselves out

Expense claims are possible without receipts, but it’s an uphill battle

Three ways to diversify portfolios for wealthy clients

Researchers point to new ways of assessing risk

If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive

Dealers shouldn’t be confronted with red flags upon entry to the home

A resource economist adjusts to banking in Canada

Regulators are asking if ESG funds are doing what they're supposed to. Clients may be asking, too.

Help this U.S.-based couple who moved to Canada to care for an elderly parent

The industry is formalizing know-your-product processes

Why blank cheque companies may not be right for your clients

Students need financial planning, too