June 2018

20 ways to be a better advisor

20 ways to be a better advisor

Read the tips we gathered from clients and advisors across Canada

By Staff |June 21, 2018

2 min read

Decorative pattern

Work closely with high-quality, client-focused managers

Why this matters to clients and your business

By Katie Keir |June 18, 2018

3 min read

Decorative pattern

Why investing in REITs requires caution

Regulatory notice does little to address reporting concerns

By Al and Mark Rosen |June 18, 2018

3 min read

Country of the month: Japan

Country of the month: Japan

Labour shortages, an aging demographic and low inflation rates continue to challenge the world’s third-largest economy

By Sharon Ho |June 18, 2018

6 min read

Decorative pattern

There may be relief for delinquent T1135 filers

New case requires CRA to reconsider penalty for late reporting

By Jamie Golombek |June 18, 2018

3 min read

Are you entitled to a commuted value?

Are you entitled to a commuted value?

Rules on commuting pensions and how values are calculated

By Lea Koiv and William C. Kennedy |June 18, 2018

6 min read

Decorative pattern

CPP: A good bang for the buck?

Evaluating the Canada Pension Plan's value

By Curtis Davis |June 18, 2018

4 min read

Decorative pattern

When a client wants to invest—but not with you

Putting clients' interests first is the priority

June 18, 2018

3 min read

Proactively discuss fees and your value proposition with clients

Proactively discuss fees and your value proposition with clients

Discussing fees in the context of performance is only part of the conversation

June 18, 2018

3 min read

Never assume you know what a client wants

Never assume you know what a client wants

Don't come to client meetings with preconceived notions

By Melissa Shin |June 18, 2018

3 min read

More from 2018

AE April 2018 cover