How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

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 ...

Please provide your email address to receive an email when new articles are posted on . As we approach the year end, many investors, including physicians, will review their portfolios and assess the ...

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

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” – ...

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 ...

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 ...

The annual ritual of changing clients' portfolio allocations for the new year no longer suffices when technology enables instant rebalancing, according to planners and other experts. For example, the ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. We’re entering the fourth quarter, and that means the clock is ticking on financial and tax planning jobs that investors need to attend to ...