Wirehouses will continue to lose its share of assets in the wealth management industry, according to a recent report. The share of cabling installations in industry assets has fallen from 33% in 2010 to 25% in 2021 – and that will fall to 22% by 2025, according to the Aite-NovaricaRead More →
The government’s projected financial plan for 2022 is summarized on page 20 of this publication. The current balance projects a surplus of $120,071 million, a reversal of $136,439 million from the revised 2021. Current revenue of $432,013 million represents an increase of $165,790 million, or 62.3% from the last estimateRead More →
This year, we may have made the same resolutions as in the past: lose weight, exercise, save more, or pay off debt. In fact, 65% of Americans ages 18 and older considered a financial goal for the New Year, according to a 2021 study by Fidelity Investments. The main financialRead More →
The City of White Rock must approve a financial plan for 2022 by the May 15 deadline set by provincial law. But before final discussion and approval, the financial plan must undergo a full review — and the city is inviting residents to be part of that process, reviewing theRead More →
Changes in the second draft of the 2022 to 2026 financial plan reflect capital cost reductions and property assessment increases The third draft of the Qathet Regional District (qRD) Financial Plan 2022 to 2026 has some modifications, considering capital cost reductions and the effect of property assessment increases. During theRead More →
Becoming a new parent is overwhelming. Suddenly, you are no longer just responsible for yourself, but for another person who depends on you for everything. From the moment a baby comes home, you need to be aware of your every action and be careful about how it will affect theRead More →
This video was recorded on January 15, 2022. Tom Gardner: There’s almost a dark valley we walk through as adults from the day we graduate high school and don’t realize we’re the CEO of our financial lives forever, until the moment where we have kids and are starting to realize,Read More →
There is a split among wealthy investors today when it comes to the economy and their financial future. While a small majority feel optimistic, more than four in 10 are uncertain and uncomfortable. In recent research, we explored this gap to understand why people feel this way, as well asRead More →
It’s every investor’s nightmare – hoarding as much money as possible only to find out later that part of it was… It’s every investor’s nightmare – hoarding as much money as you can only to find out later that some of it has been wasted on unsuitable fees, commissions andRead More →
Two long-time major advisory teams from Raymond James Financial Services left the firm’s brokerage after decades, but retained its custodian when they joined forces under a new RIA. Pearl Planning and Stephens Wealth Management Group, which have eight advisers and $794.5 million in assets under management between the two Michigan-basedRead More →
Arrowsmith Water Service and Englishman River Water Service logos. (PQB News file photo) Arrowsmith and Englishman River water utilities added to Parksville financial plan Amounts for the two parts of the 2022-26 budgeting The Parksville City Council meeting voted unanimously toRead More →
I am encouraged when I see the enthusiasm and meticulous work displayed by the teams at all stages of the Competition. They represent the future of the financial services industry who will pursue the mission of influencing the financial future of customers… US Chap. President, Rick Stanzione, RFC® MIDDLETOWN,Read More →
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You may know the basics of spending and saving, but what do you know about optimizing your financial plan? IG Wealth Management recently released research showing that myths are preventing Canadians from getting the most out of their financial plan. According to the results, only a third of Canadians feelRead More →
After several budget discussions dating back to November 2021, Campbell River City Council has formalized its 10-year financial plan. On January 10, Campbell River City Council passed a bylaw to adopt the city’s proposed 10-year financial plan for 2022-2031. The motion to adopt the bylaw passed 6-1, with council. ClaireRead More →
CNN Underscored reviews financial products such as credit cards and bank accounts based on their overall value. We may receive a commission if you apply and are approved for a card, but our reports are always independent and objective. If you’re struggling to pay off your credit card debt, you’reRead More →
Just a month before the pandemic raged onto the scene, I opined on the importance of breaking down big New Year’s resolutions into smaller chunks. Although a lot has changed, reaching your goals one small step at a time is still a solid approach. This year, I’d like to focusRead More →
The start of a new year marks a strategic time to review a financial plan and develop goals to achieve over the next 12 months and beyond. This “fresh start” mentality allows individuals to review and assess what has worked (or not) over the past year and revise or createRead More →
Building a start-up business can be the most exhilarating and challenging journey an entrepreneur can experience, with significant time spent growing and prospering your business. However, what many startups fail to implement is a financial plan that they can track and follow along the way. From conceptualizing the dream ofRead More →
Overpayment of fees and expenses is an area of investing that requires special attention. Twice last year our company changed ETF provider due to cost/benefit ratio. Reducing fees does not guarantee exceptional performance, but unjustified or unnecessary fees and expenses reduce annual returns. Always strive to reduce friction. Friction isRead More →
Financial planning can help you better understand where you are financially, how to prepare for the challenges ahead, and how to plan where you want to go. If you haven’t prepared a financial plan for yourself or your family, a financial advisor can help. Here are the typical steps inRead More →
During my annual physical recently, the doctor took my vital signs, reviewed my medical records and, after reading my EKG results, said, “Well, the computer says you’re having a heart attack.” But the computer got it wrong. I’m in my 40s and I run marathons, and my heart rate isRead More →