How independent advisors are financing growth
Financing for the future CLG is a refreshing entrant to financial lending that serves Canadian independent agents and financial planners...
life insurance
Life Insurance for the over 50: Facts You should know
Life Insurance for the over 50: Facts You should know For individuals over 50, life insurance may seem like an...
CSI gets expanded credentialing authority
With the announcement, CSI has become the third credentialing body approved for Financial Advisor title use in Ontario. The institute...
DOL Orders Wells Fargo to Pay $22M Over Whistleblower Retaliation
Investigators, however, “found the removal was not consistent with Wells Fargo’s treatment of other managers removed under the initiative,” Labor...
Mood Swings and Investing Decisions
What You Need to Know Clients were starting to relax. Now, a new market slide is worrying them. A solid...
Cathie Wood's ARKK Sees Biggest Monthly Outflow in Nearly a Year
What You Need to Know The $8 billion Ark Innovation ETF (ticker ARKK) saw $803 million rush out in August....
Should This Client Claim Social Security Before 70?
However, this last year with the market downturn, along with rising inflation, has put pressure on their portfolio. Furthermore, much...
Debate: Is Biden's Student Loan Forgiveness Plan a Mistake?
President Joe Biden has introduced a plan to forgive up to $10,000 in student loan debt for Americans who earn...
COVID-19 Could Cut Future U.S. Death Rate: Researchers
What You Need to Know A pandemic could kill a higher percentage of sick people than of healthy people. That...
Ex-Merrill Rep Settles Smoothie Lawsuit for $7,500
What You Need to Know James Iannazzo was fired by Merrill after he was captured on video throwing a drink...
