This is Sean Wilson, a Certified Financial Planner based in Calgary, Alberta.

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

According to a recent survey conducted by the Certified Financial Planner (CFP) Board in October 2024, eliminating debt has emerged as a top financial goal for 2025, ringing in at No. 3, just behind ...

Sydenham Institute of Management Studies, Research, and Entrepreneurship Education (SIMSREE) has launched the M.Sc. Finance ...

Fee-only financial advisors receive no compensation beyond the fee they charge their clients and typically act in their ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.

Managing money can be a tricky task, whether you're just trying to set a budget or set yourself up for retirement.

Discover what a Certified Management Accountant does, daily tasks, salaries, and CMA certification requirements to decide if it's the right career for you!

Many families may think they need several financial advisors, one for every aspect of their future plans — but the team at ...