Hooper also says there is plenty of space in the estate planning world for advisors. Information gathering, for example, is a ...

CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing ...

Laura Sullivan stands accused of accessing confidential customer data and violating a nonsolicitation agreement by bringing ...

Useful information is available through the My Service Canada Account. Here's how to gain access and find what you need.

TFSA information isn’t available in Canada Revenue Agency (CRA) portals, but financial advisors and their clients aren’t sweating the (TFSA) details.

Emphasized Wetzel: “Clients work with advisors that they like, who they believe understand them, and who offer them something ...

Millennials and Gen Zers said they were unimpressed with poor digital offerings or a lack of services and products from their ...

Based in Harrisonburg, Va., Bill and Curt founded Loomis Wealth Management in 2010 with the goal of empowering individuals and families to achieve their financial goals through comprehensive, ...

Arax Investment Partners, a wealth and asset management platform firm backed by RedBird Capital Partners, has announced it ...

AI can be used to tell advisors why clients might not be meeting their financial goals so advisors can be more proactive in addressing clients’ concerns, Motwani said. The added data allows advisors ...

THE wealth management indus- try is prepared to court its newest potential clients: Gen Z. Instead of trotting out older ...

A longer-than-expected stay in a nursing home could deplete an intended inheritance. Scammers, who prey on older folks, could drain assets. Adult children may find less money coming their way than ...