Our best reads of 2024

We’ve compiled a list of our best reads of the year, across the themes of wealth management, insurance, tax, risk, regulation and our exclusive Partnering like a pro series. 

Wealth management

The energy transition is as important an investment theme as it is complicated. That’s nowhere more evident than the critical minerals rush. Noushin Ziafati dug into ESG in mining.

Amid critical minerals rush, here’s what investors must consider

Insurance

Cancer survivors can qualify for a standard rating on life policies, thanks to increasing survival rates and changing underwriting procedures. Jonathan Got the story. (See what we did there?)

How insurers extended life insurance coverage to cancer survivors

Tax

Advisors and tax professionals scrambled to deal with surprise changes to the capital gains inclusion rate in this year’s federal budget. Rudy Mezzetta on the rush to sell assets and what comes next.

What happens to the capital gains tax changes if the government falls?

Risk

Even before he started talking up Canadian tariffs, the election of Donald Trump to a second presidential term turned investors into CNN obsessives. Katie Keir and Michelle Schriver talked to advisors about talking to clients.

Advisors talk Trump, politics and investing post–U.S. election

Regulation

The penalties for financial advisors caught using pre-signed or altered client forms have grown more stiff since 2016. One lawyer who contested three such cases last year, says the fine increases have been “arbitrary.” Michelle Schriver on what advisors need to know.

Surging penalties for pre-signed forms contested for first time

Partnering like a pro

It’s a relationship business, in more ways than one. Melissa Shin and Noushin Ziafati paired up to deliver a remarkable package of collaboration success stories.

Partnering like a pro

Partnering like a pro: Advisors and family meeting facilitators

Partnering like a pro: Advisors and accountants

Partnering like a pro: Advisors and mortgage agents

Partnering like a pro: Advisors and eldercare consultants