September 2019

Month

Advisor's Edge

Your client wants to leave her defined benefit pension. How can she turn it into cash?

A tale of two cousins

By Lea Koiv and Alexandra Macqueen | September 20, 2019

4 min read

Advisor's Edge

What to expect as title regulation extends to Ontario

Quebec regulates “financial planner” and prohibits “financial advisor.” Ontario will regulate both.

September 20, 2019

11 min read

Advisor's Edge

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

By Jamie Golombek | September 20, 2019

3 min read

Advisor's Edge

Cut a long story short

Craft a compelling narrative about yourself, and put it where everyone will see it

By Gil Martinez | September 20, 2019

2 min read

Advisor's Edge

What is a common client pain point when creating or implementing a financial plan? How do you help clients overcome it?

Advisors weigh in

September 20, 2019

2 min read

Advisor's Edge

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

By Mark Burgess | September 20, 2019

3 min read

Advisor's Edge

How to deal with income and capital beneficiaries

Executors may have to balance conflicting interests

By James Dolan | September 20, 2019

3 min read

Advisor's Edge

Protecting portfolios from climate risk

Institutional investors are developing methods to measure exposure to climate change. Here’s what advisors need to know.

By Mark Burgess | September 20, 2019

12 min read

Advisor's Edge

Is value investing broken?

Patience has a price

By Mark Yamada | September 20, 2019

4 min read

Advisor's Edge

Client Confidential: Christine Sharma

A homeowner at 25

By Susan Goldberg | September 20, 2019

3 min read

More from 2019