Practice

Stop putting off succession planning

An industry expert urged advisors to step up their game during IAFP's 2021 symposium

By Katie Keir |September 24, 2021

2 min read

How advisors are responding to the pandemic election results

Clients' concerns range from broad social and fiscal spending to potential tax changes

By Katie Keir |September 22, 2021

4 min read

4% rule is no longer an ideal retirement strategy, Milevsky says

The York University professor laid out his concerns at an event this week

By Daniel Calabretta |September 22, 2021

3 min read

Regulators must face the rise of the machines

IOSCO sets guidance on overseeing AI use for investment firms, asset managers

By James Langton |September 7, 2021

1 min read