Marketing Info

Your customers are concerned about fraud detection but how can you help?

38% of respondents reported that they had received fraud attempts that used their personal information. At the top of the…

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‘Great resignation’ may be exaggerated but finance is in focus

But for many, a ‘great reckoning’ is taking place, where workers assess how their job is benefiting their lives and…

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Has Canada’s ‘Great Resignation’ been exaggerated?

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

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Blackstone says alternative assets are there for your 401(k)

(Bloomberg) — Alternative assets will eventually find their way into 401(k) plans, predicted Joan Solotar, global head of personal wealth…

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It’s More Expensive to Rent a Home If You’re Black or Latino

(Bloomberg) — Renters of color are more likely to pay a security deposit than white people, according to a new…

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RightCapital Debuts One-Page Financial Plan Snapshot

Financial planning software developer RightCapital has released its Snapshot feature, which gives advisors a customizable, highly visual one-page financial plan…

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Fixed income startup YieldX integrates with Schwab

Fixed income intelligence and portfolio management start-up YieldX is now officially integrated into the Schwab Advisor Center, according to an…

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Seven Must-Reads for the CRE Industry on April 8, 2022

Walmart is raising wages for its truck drivers to keep its supply chain running more smoothly, the Wall Street Journal…

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financial advice for young people

My kids like to go to the park on weekends. I’m amazed at how cool playgrounds are these days compared…

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Inside ETF Podcast: Dimension’s Lisa Dalmer

Sponsored by Schwab Asset Management Originally used as institutional trading communities, ETFs have evolved into a preferred investment vehicle, providing…

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