Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Direct indexing firm Parametric plans to offer the strategy in Canada in 2020
Vanguard's Idea Multiplier suggests productivity is set to increase dramatically over the next five years
With investment management "solved," how should advisors spend their time?
The funds used derivative arrangements targeted in the 2019 federal budget
Paying RRSP, TFSA investment fees from outside the accounts not an advantage
The department acknowledges there often isn't a tax motivation when doing so
Reorganization accounts for draft legislation that will implement changes to the "allocation to redeemers" rules
Draft legislation concerning the “allocation to redeemers” methodology extends the capital gains-related timeline for ETFs
President of PMAC says, “We’ve got to keep the standards high”
Insights into the wealth management firm's next steps