Advisors usually ask clients about their financial goals during the discovery process. For mid-career clients, this could be ...

There are multiple strategies you can implement to reduce your clients’ tax burden, in 2024 and future years. These three are ...

“Fitch expects 2025 operating performance for North American and European securities firms to remain supportive of current ...

Scotiabank reported a fourth-quarter profit of $1.69 billion, up from $1.35 billion in the same period last year, as it set aside a smaller amount for bad loans compared with a year ago. The bank said ...

In a settlement with regulators, Toronto-based robo advisor, WealthBar Financial Services Inc., agreed to sanctions stemming ...

Combining safety and performance, principal protected notes (PPNs) offer the best of both worlds for investors, who have good reason to snap up PPNs while interest rates remain relatively high. More ...

A former mutual fund representative who admitted to stealing from a client, and blaming it on a cyberattack, has been fined and permanently banned by regulators.