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Advisor's Edge May 2019 cover
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May 2019

Advisor's Edge

Tips for establishing an online presence

Executors must balance responsibilities to tenants and beneficiaries

The answer is different for the truly wealthy versus everyone else

New rules in the 2019 federal budget crack down on commuted value transfers

Interest income versus the dividend tax credit

Avoid mistakes by knowing the warning signs

With this new product, payments can be deferred to age 85

A look at how tech and behavioural science are changing KYC

Be clear about what you stand for, so clients won’t fall for what you don’t