Ethan is the CEO of Integral, an award-winning employee activation agency. He's a lecturer at Columbia and Trustee of the Institute for PR. More than a decade ago, a friend encouraged me to review the ...

As we enter the last quarter of 2023, there are a number of year-end planning topics to discuss with your clients. Portfolio planning, a priority for most clients, is an area that not only deals with ...

As a young man, I was a crewmember of a 747 that crashed on takeoff in Kenya. The airline's emergency planning helped me keep cool, think rationally and help save the lives of 90 of the 149 passengers ...

I often speak to groups of retired or soon-to-retire people, and it’s clear that investing is a passion for many of them. They’ve been studying investing and the markets for many years, homed in on a ...

ALPHARETTA, Ga., March 15, 2023 /PRNewswire/ - Alithya Group inc. (TSX: ALYA) (NASDAQ: ALYA) ("Alithya") announces the recent completion of eight Oracle Cloud Capital Portfolio Planning (CPP) projects ...

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say ...

Inadequate pension savings and ever-increasing longevity is threatening investors' well-being in retirement. Planning for retirement is a life-long process, the earlier you start the better. This ...

Financial planning is the key to a stable and secure future in this ever-changing digital age. Clayton VandenBossche, the founder and president of Menlo Asset Management, is a highly skilled financial ...

The annual ritual of changing clients' portfolio allocations for the new year no longer suffices when technology enables instant rebalancing, according to planners and other experts. For example, the ...