Compensation transparency and a lower chance of conflicts of interest are two pros of using a fee-only financial advisor.

“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...

Why Financial Security in Canada Needs Expert Guidance Financial security in Canada is becoming harder to maintain due to ...

These silent money drains are bleeding your retirement dry — and your advisor would axe them today.

Is it best to work with an advisor who’s independent or part of a large firm? I am not investment savvy and I’m entering ...

Travel insurance has changed over the past decade, and with it, the role of the travel advisor has evolved. The health and well-being of customers have always been top-of-mind but doing it well in the ...

Allowing clients to surrender or lapse life insurance policies before gauging value on the secondary market amounts to a ...