Advisor

The best is yet to come Fallback Image Decorative pattern

Advisor's Edge Report

The best is yet to come

This is your last issue of Advisor’s Edge Report. Rest assured, this content isn’t going away; it’s being repackaged. Allow us to explain. Advisor’s Edge Report was launched in 2005 as a companion to Advisor’s Edge, our flagship publication. AER has since evolved into a newspaper that provides in-depth technical analysis on tax, estate, investment, […]

By Melissa Shin |December 15, 2017

2 min read

Broadridge partners with Wealthsimple Fallback Image Decorative pattern

Industry

Broadridge partners with Wealthsimple

The partnership will also enable Broadridge to drive efficiencies in client onboarding, compliance and account transfers, says a release.

By Staff |December 5, 2017

1 min read

What we learned from the 2017 CSA Investor Index Fallback Image Decorative pattern

Industry

What we learned from the 2017 CSA Investor Index

For starters, whether—and how—clients check your background

By Staff |December 4, 2017

2 min read

How to make yourself invulnerable to liability Fallback Image Decorative pattern

Industry

How to make yourself invulnerable to liability

Keeping abreast of your client obligations is no easy feat, and following proposed legislation—like Finance’s tax reforms for businesses—adds to the burden. If the department’s reforms are passed, your business-owning clients might require new planning. If you don’t inform them of the changes in a timely manner, could you be held liable? “It’s completely settled […]

By Michelle Schriver |November 24, 2017

6 min read