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AER December 2017
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December 2017

Advisor's Edge Report

What clients need to know when commuting a DB pension

How, when and why to ditch a loser

This is your last issue of Advisor’s Edge Report. Rest assured, this content isn’t going away; it’s being repackaged. Allow us to explain. Advisor’s Edge…

Where that tax payment goes

If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules…

A look at the financial, tax and intangible considerations

This manager bought an energy giant and a new entrant, and only one panned out

Billionaire bets can be painful for regular investors

Professional managers often dislike gambling comparisons, but there are lessons