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September 2018

Advisor's Edge

How the industry can attract—and keep—more women

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

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

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

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

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

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…

A key consideration that’s often overlooked

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

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

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…

Understanding “jam jar” investment management

Strategies to address the new rules in 2019