Practice

The traditional retirement model was built for a different era  The traditional retirement model was built for a different era 

Planning and Advice

The traditional retirement model was built for a different era 

What if retirement was no longer a finish line, but a new starting point? 

By Simon Chan |February 24, 2025

3 min read

Centres of influence can be key to future referrals  Centres of influence can be key to future referrals 

Planning and Advice

Centres of influence can be key to future referrals 

A process for building COI relationships and growing your business 

By Vanessa Oligino |February 20, 2025

3 min read

Tech roundup: Long-term care prediction AI closes US$7M seed round Tech roundup: Long-term care prediction AI closes US$7M seed round

Technology

Tech roundup: Long-term care prediction AI closes US$7M seed round

Plus, guaranteed electronic funds transfers and mobile mortgage renewals

By Jonathan Got |February 14, 2025

2 min read

Helping couples manage their finances, emotions   Helping couples manage their finances, emotions  

Planning and Advice

Helping couples manage their finances, emotions  

As ‘relationship managers,’ advisors can help couples unpack difficult money conversations, tamp down their anxiety

By Noushin Ziafati |February 13, 2025

6 min read

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