More and more people are looking to AI for getting budget breakdowns and retirement projections in seconds. It makes you ...

You’re absolutely right to ask this question. If you feel comfortable investing on your own, what’s the point of working with a financial advisor whose fee of 1% of assets under management could chip ...

Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

Unlike initiatives in which value arrives months after making the investment, the initial return on investment from AI ...

As more wealth advisors nationwide seek greater autonomy, flexibility, and resources to build thriving practices and deliver ...

Retiring in the middle of the year requires more planning than a December exit, which offers a clean slate from a tax ...

Wealth Professional Canada is now accepting nominations for the 2026 5-Star Advisors.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

Most Canadians—including many financial journalists—believe that advisor and adviser are just spelling variations of the same word. But there are different meanings wrapped up in how those spellings ...

Private equity, real estate, and venture capital stand out as favored strategies, even as views on private credit turn more ...