The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

We, as financial advisors, see a common dilemma among clients: despite disciplined saving and careful planning, we often hesitate when it’s time to spend on the very experiences they’ve been working ...

As financial advisors, we are trained to be the steady hand on the tiller during a storm. But what happens when the storm feels different, and we are experiencing the same anxieties as our clients?

Alexandra Chauvel, co-head of coverage, marketing and solutions at Societe Generale Securities Services, unpacks the firm’s new and improved approach to identifying and optimising “pivotal moments” to ...

“I'm a strong believer in being educated on all the things that are being placed in your portfolio,” says the RBC senior vice president and portfolio director. “We aim to empower our clients through ...

Provide trusted guidance and peace of mind by partnering with a fiduciary-led team that ensures clarity in life insurance decisions For many professionals—whether you’re a CPA, CFP®, registered ...