Chris Arthur, Founder and Principal of Bold Wealth Partners, explains why advisors should focus on tax-efficient exit planning, corporate structuring, and succession strategies now rather than waiting for regulatory changes that may still be years away
Focal AI goes all-in on Canadian compliance, tools, and workflows, giving advisors back over 10 hours a week
New SAM tools promise to give advisors plan-aware AI, less data entry, and fewer hallucinations
Jared Rabinowitz leads a panel to help advisors navigate independent financial options in the US
What are the winds of change that Canadian advisors should know about? A panel discussion, set to take place at the Q Wealth Canadian TIKI Lounge at the upcoming Future Proof festival will dive into the big issues
List of top wealth management firms celebrates excellence in the industry
Financial Planning Association of Canada’s new leader sheds light on near-term plans and long-term vision
The tax-efficient annuity products have been approved since 2020
Lack of options, dearth of decumulation modelling expertise, and client sticker shock all barriers to effective longevity risk planning, says top advisor
'We'll spend less time on administration and more helping clients get where they want to be'
