What the updates to the Gift Tax Annual Exclusion, Unified Credit Amount and GST Tax Exemption may mean for clients.

So, let’s assume that a client and their tax and investment advisors are about to meet with an agent for an introduction to PPVUL. This isn’t the first such presentation these advisors have heard, but ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Currently, the biggest benefit for advisor users of Caribou is the capability to enroll end clients in their chosen plan with ...

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.

PWL was founded in 1996 and has offices in Ottawa, Montreal and Toronto. It’s one of Canada’s largest independent wealth management firms, with over 70 employees, including over 25 that are registered ...

Dan Bolton said Wealth.com is “building something truly remarkable.” Most recently, he was a vice president of corporate ...

Investment insights firm Morningstar and private markets research firm PitchBook launched a new index that tracks 30 of the largest and most liquid late-stage venture capital companies globally.

In 2024, 40% of the new ETFs listed in the U.S. used derivatives as a significant component of their investment strategy, up ...

With every new administration comes policy shifts that can directly impact retirement savings and financial security for ...

The speakers at the 2025 Heckerling Institute on Estate Planning covered a wide range of issues, including planning implications of the 2024 elections, family business succession planning, recent ...

Clients have difficulty letting go of their “baby,” the family business, with even the second and third generations remaining ...