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money saving

I saved over $1 million by age 32—and now I’m bored

My parents ran a French restaurant with a handful of staff, and they didn’t have pensions or benefits. They had...

BUDGET

Hosting guests on a budget this Christmas

When it comes to hosting guests on a budget this Christmas you might be quite concerned. Christmas is already expensive isn’t it without...

financial planning

FINANCIAL PLANING

Seeking Best Execution: Understanding The SEC’s Expectations For Advisors To Deliver Best Outcomes For Clients

Investment advisers are fiduciaries that owe a duty of care and loyalty to their clients. One component of this duty of care is...

Highlights From The Advise AI Conference 2024

In recent years, AI has become an increasingly common feature in advisor technology. The possibilities at the intersection of AI and financial advice...

Weekend Reading For Financial Planners (November 16-17, 2024)

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity...

Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer

Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer Posted by Anna Sergunina on Nov 14, 2024 ...

Kitces & Carl Ep 151: What’s Holding You Back From Delegating What You Need To Let Go Of?

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting...

WEALTH MANAGEMENT

How can the industry create more young advisors?

  David Kitai  00:00:03  Canada's financial advisory landscape is evolving with a critical need for young talent. As seasoned professionals retire today, we spotlight Christian...

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