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.
The safety of investment-grade bonds isn’t worth the return tradeoff.
Help clients take advantage of volatile markets.
During uncertain markets, remind clients they’re investing to meet a goal, not a desired return.
There’s still plenty of downside in this market, but options can protect clients
Two advisory teams explain how they’ve structured succession
We help one advisor match his furniture to his ambitions.
Saving some money? If you’re European, it’ll cost you.
Online portfolio managers, or what many call robo-advisors, have seen wild success south of the border. And they're headed north.
How do fund companies and your advisor get paid for your mutual funds? With these two fees.
Divorce is an emotionally and financially stressful time. But if you don't update your estate plan, it can cause additional stress in the future.