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Advisor's Edge cover February 2021
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February 2021

Advisor's Edge

Regularly providing information to beneficiaries — and keeping records — will go a long way

What attracted them to financial services?

Carbon-adjusted earnings: Where accounting meets ESG to talk nonsense

Examining the options for clients beyond traditional fixed income

Even the best financial advice must contend with other sources of information

Dealing with a request outside your joint engagement

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

Take these steps to help clients manage tax on pandemic benefits

The pandemic has made clients think about care options for themselves and their parents

The cost of diversification in a low-rate environment

Financial services are vulnerable to populism