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How one consultant made the leap to fee-based financial planning

“When you are in your 20s and 30s, you need the most financial advice to properly set up for the…

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Less-used spousal RRSPs may still benefit some couples

This comes in handy when the couple turns 65, when they can split the income. If the low-income spouse needs…

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What innovation is innovator Som Safe most proud of?

Safe said that once they hear what that is, Purpose strategizes about how to address it. “I am so excited,…

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NEI Investments wants to help build a more sustainable world

As global and social issues unfold, investors have expanded their thinking to consider more than just net return and risk.…

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FP Canada moves to improve transparency across disciplines

For the DRP – which guides how the Standards Council handles investigations into conduct that may violate ethical and business…

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Male Focus Costing the Global Wealth Industry $3 Trillion in AUM

It also uncovered a significant bias in how investment products are targeted to customers. A survey of over 8000 individuals,…

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Ignoring Women Costing Property Industry $3 Trillion in AUM

Your WP Morning Briefing brings you daily updates of the stories being covered at WealthProfessional.ca

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MaxMyInterest introduces improved MoneyGuide integration

MaxMyInterest and Envestnet have released an update to their Envestnet. MoneyGuide integration. This is to provide advisors using the MaxForAdvisors…

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A must read for the CRE industry on February 8th. 2, 2022

According to a report in The New York Times, retailers and logistics companies are facing a shortage of warehouse space.…

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Health, housing hit budget for older Americans even before COVID

(Bloomberg) — Older Americans spent an increasing portion of their budgets on housing and health care in the decade through…

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