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
Have you helped a client overcome a unique and significant challenge?
We asked three advisors
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