woodland creatures
Illustrations: Shlyonik with files from S-S-S. Both iStockphoto

Below are all the articles from the November/December 2019 edition of Advisor’s Edge magazine. Subscribe to the print edition here (it’s free). Search back issues of the magazine here.

Advisor’s Edge, November/December 2019

Being an advisor in 2030

Reluctant predictions for the decade ahead

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

How past experience impacts investing decisions

Examining the connection between fear, memory and risk tolerance

How to handle a request to encroach on capital

Tips for dealing with estate assets in trusts

Investing personally or in a corporation

How passive income rules factor in to the decision

TFSA overcontribution woes continue

A taxpayer deposited a cheque into the wrong account

ETF assets pass tipping point in U.S.

Prepare for an assault on market dominance

Reverse factoring is the latest accounting pitfall

Lack of regulations means anything goes

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

A wealthy client faces an unexpected buyout

How to help with severance negotiations, pensions and early retirement

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age