A study conducted in the spring revealed a striking statistic—83 per cent of Canadians have concerns about what will happen ...

But behind the scenes, this financial planner — now sober — was struggling with alcohol. Reflecting on that time, the planner ...

A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't ...

So, you’ve decided to hire a financial advisor. This could end up turning into a long-term relationship — maybe even one you ...

Discover the real challenges new advisors face in their first year, from client acquisition struggles and tight margins to ...

Learn how to build a standout online presence as a financial advisor, attract ideal clients, and grow your wealth management firm.

Starting in 2026, the federal estate tax exemption is expected to jump to $15 million per person (that’s estimated to be $30 ...

The value of a modern industry event lies in the connections and actionable insights they offer, an IWI study finds.

One of the most fundamental decisions a couple faces is whether to treat money as a joint asset or something to be managed separately. Traditionally, married couples have been expected to keep ...

For a professional to be considered a financial therapist, they must be certified by the Financial Therapy Association (FTA). The certifying body requires applicants to have a bachelor’s degree in a ...

There are lots of benefits to being in a final-salary scheme, but in certain circumstances, transferring out can make sense ...