Canadian wealth management firm CI Financial continued its multi-year expansion into the US market this week with a Newport Beach-based…
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Envestnet Inc., a fintech company whose chief executive officer died in a car accident 2 1/2 years ago, is exploring…
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(Bloomberg)—The Canada Pension Plan Investment Board is partnering with homebuilder Lenar Corp. A housing shortage has caused an increase in…
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Jay Leno spent 22 years hosting “The Tonight Show” before being inducted into the Television Hall of Fame. His prized…
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The number of certified financial planning professionals will exceed 200,000 in 2021. Figures published this week by the Financial Planning…
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2) Inheritance Tax Exemption: There are two exemptions that apply to inheritance: a) Original residence exemption – This allows you…
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The struggle of when to “negotiate the money” keeps many money makers with their families and runs on the delicate…
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The firm’s total revenue for the quarter grew 15.3% compared to the third quarter, while its total expenses decreased slightly.…
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The need for portfolio optimization at the defined contribution (DC) plan participant-level beyond the allocation of standard target-date funds is…
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A group of investors from Bridging Finance have raised their voice against the proposal. The concerned unitholders of Bridging Finance…
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