The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings ...

Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...

Advisors will have access to a new product that can be offered to small business owner clients to help engage their workforce ...

With AI-powered tools, offering estate planning insights is no longer daunting and time-consuming. Instead, it’s a ...

Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...

Insurance, emergency savings and estate planning documents are among the topics advisors should consider reviewing with ...

For next-generation planners, future-proofing lies in mastering emotional intelligence to strengthen client relationships and ...

Although the terms financial advisor and financial planner are often used interchangeably, there are distinct differences between these two types of professionals. If you're deciding between a ...

Family First provides comprehensive financial planning, offering guidance on wills and potential inheritance tax obligations.

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair ...

With your bank or credit union’s advisor, you’ll get access to integrated banking services with someone who can see your entire financial picture in one place. You’re likely to be with ...

See how we rate products and services to help you make smart decisions ... And, after years of advising high net worth people, financial planner Patrick Rush says many of his clients have a ...