As we enter the last quarter of 2023, there are a number of year-end planning topics to discuss with your clients. Portfolio planning, a priority for most clients, is an area that not only deals with ...

In the second part of their discussion on The Smart Property Investment Show, managing editor Liam Garman and deputy editor ...

Ethan is the CEO of Integral, an award-winning employee activation agency. He's a lecturer at Columbia and Trustee of the Institute for PR. More than a decade ago, a friend encouraged me to review the ...

ALPHARETTA, Ga., March 15, 2023 /PRNewswire/ - Alithya Group inc. (TSX: ALYA) (NASDAQ: ALYA) ("Alithya") announces the recent completion of eight Oracle Cloud Capital Portfolio Planning (CPP) projects ...

Remember when financial planning meant just accumulating assets and hoping for the best? Those days are over. Today’s most successful families are building what we call “Experience Portfolios” – ...

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say ...

Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, looks ahead to December, breaking down historical stock performance in the last month ...

Most professions bear their own unique social burdens — people looking for advice in casual social settings. CPAs often get random questions about taxes. Attorneys are pumped for free advice on legal ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...