The sweeping Big Beautiful Bill passed this July includes several household-level tax changes that could reshape how many ...

Regardless of how you find a financial advisor, do the legwork to learn whether the one you're considering is actually qualified to handle your money. You can start by searching the Certified ...

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

With 20 years of experience and a deep passion for helping clients, Justin Fraser joins Strata Wealth & Risk Management Inc ...

Pro bono work is often a priority for financial advisors, but less than a fifth of CFPs actually volunteer. It feels good to ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

If you're in a position to own your home free and clear, should you pay off your mortgage? Professionals with Standard ...

Financial independence isn’t just about your lifetime, it’s also about what you leave behind. A good financial plan includes ...