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AER December 2017
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December 2017

Advisor's Edge Report

What clients need to know when commuting a DB pension

How, when and why to ditch a loser

This is your last issue of Advisor’s Edge Report. Rest assured, this content isn’t going away; it’s being repackaged. Allow us to explain. Advisor’s Edge…

Where that tax payment goes

If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules…

A look at the financial, tax and intangible considerations

Billionaire bets can be painful for regular investors

Professional managers often dislike gambling comparisons, but there are lessons

This manager bought an energy giant and a new entrant, and only one panned out