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Melissa Shin

Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.

Volatility is to be expected in thematic tech funds, says Morningstar expert

  • July 14, 2023 July 14, 2023
  • 12:35

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

  • July 11, 2023 July 11, 2023
  • 12:46

Here’s the status of tax proposals that matter to your clients

  • July 10, 2023 July 10, 2023
  • 16:24

Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now

  • June 23, 2023 June 23, 2023
  • 10:34

A recession will probably arrive before the end of the year, but there could be advantages to staying invested

  • June 20, 2023 June 20, 2023
  • 11:48

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

  • June 20, 2023 June 20, 2023
  • 06:00

There's no one way to perform ESG integration, but a definition is forthcoming

  • June 8, 2023 June 8, 2023
  • 09:21

Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

  • June 6, 2023 June 6, 2023
  • 10:00

The special committee evaluating the offer was unanimous in its recommendation

  • June 5, 2023 June 5, 2023
  • 18:38

The issue of what happens when an FHSA holder dies may need to be dealt with sooner rather than later, for example

  • May 31, 2023 May 31, 2023
  • 15:20