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October 2019

Advisor's Edge

Breaking down various fee scenarios

A Tax Court case shows the difference for taxation

If your business-owner client uses these trusts, special planning is required

Why advisors should use their intuition

But be wary of your own power

Planning considerations for clients with foreign ties

The recreational market didn’t stabilize the sector’s notoriously volatile stocks. Here’s what investors need to know about Cannabis 2.0.

The pros and cons of two (or more) people managing an estate

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

New considerations for incorporated small business owners

Tips for serving clients of all ages

Sticky advice may have a lot to do with demographic similarities

Utilizing life insurance is just one option

How technology and genetics will impact financial planning