Justin Kelly speaks with Chris Christofi, the founder and CEO of property investment, financial planning and advisory firm ...

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within one to five years of ...

Financial planning can be daunting for anyone, but women often face unique challenges due to societal, economic, and personal ...

The wealth gap has been increasing since 1992. By 2022, Black households held only $15 of wealth for every $100 held by white ...

Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others ...

This is the financial cost of the pursuit of love, and some ways to create connections without added financial strain.

A new Hearts & Wallets survey shows financial advisory clients want proactivity, but too often are not getting it.

Proactivity, one of the top-growing "wants" of clients, also proved to be the biggest satisfaction gap. The report showed 45 percent of households nationally rate proactivity as highly important, but ...

The link between money and mental health is undeniable. Financial decisions shape not just our bank accounts, but our sense ...