September 2018


Financial literacy advocate, speaker and author of nine personal finance books

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Industry News

How the industry can attract—and keep—more women

Compared to what’s happening in Australia, CSA’s June missives are meek

Estate Planning

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

A key consideration that’s often overlooked

Alternative Investments

Germany is the European Union’s economic powerhouse. The country has had 16 consecutive quarters of GDP growth—its longest upswing since 1991—and is enjoying its lowest…

Tax News

Here’s what we can expect to pay under the new system

Strategies to address the new rules in 2019

Market Insights

Comparing the success of investor protection programs in Canada and the U.S.

Bubbles can build and burst at different intervals, or not burst at all

Understanding “jam jar” investment management