Here are the top 3 reasons to fire a financial advisor, say experts
Goals-based planning, reasonable cost and good communication are key to a healthy relationship with your financial advisor, according to experts.
Market wire
Latest news on private equity markets
Headlines on the small cap U.S. and Canadian companies we follow, pulled from the wires as they publish. Every story opens at its original source.
Op-ed: After the Silicon Valley Bank collapse, don't try to time the market
What strategy can help you avoid a market timing mindset? People who invest in alignment with their values are better equipped to stick with financial plans.
Citi Report: Blockchain’s Next Billion Users: Money, Tokens, Games
Citi March 30, 2023 Billions in Adoption, Trillions in Value The report discusses the potential for blockchain and tokenization to be a disruptive innovation that transforms...
Fintech and Reverse Logistics: A Quick Guide
April 20, 2023 Since you’re here, it’s safe to say that you’re interested in how fintech and reverse logistics work together to help a company thrive....
Savings account interest rates just hit a 15-year high, but fewer Americans are benefitting
The returns savers can get on their money are the highest they've been in 15 years, yet most people don't have their cash in a high-yield...
Op-ed: Want a stronger economy? Start by teaching personal finance to teachers
There is evidence that training teachers in financial education matters can improve students' economic choices, which in turn influence broader economic trends.
Lawmakers scrutinize free IRS filing options. “The whole process needs to be improved,” commissioner says
As tax season ends, questions remain about the future of free filing options from the IRS. Here's what taxpayers need to know.
“Open banking” May Cause Deposit Outflows, Warns U.S. Regulator
FP Hannah Lang Apr 19, 2023 The evolution of “open banking” in the U.S. could impact how regulators supervise banks, as seamless account portability between financial...
Coinbase Secures Bermuda License and Plans to launch Derivatives Exchange
Fortune Jeff John Roberts Apr 19, 2023 Coinbase's disclosure that it's received a license to operate in Bermuda comes at a time when the U.S. crypto...
Exploring the Potential Profits and Risks of Investing in iGaming Stocks in Canada
April 20, 2023 iGaming Stock Investment in Canada The iGaming industry in Canada has seen a surge in stock investment as more investors recognize its growth...
More retirement plans will soon have annuity options amid what one money manager calls 'the silent crisis of financial insecurity'
Money managers are tackling the growing concern that people may outlive their retirement savings.
This free online paycheck withholdings tool may help you avoid a tax bill for 2023, IRS says
If you had a surprise tax bill this filing season or your refund was smaller than expected, it may be a good time to review your...
Robo-advisor Betterment settles tax charges with SEC for $9 million
The SEC alleged failures related to Betterment's tax-loss harvesting service lost money for about 25,000 clients.
BoE Speech: 4 Areas at the Intersection of Payment Innovation, Tokenization, and Money
Bank of England Sir Jon Cunliffee speech April 17, 2023 In his speech at Innovate Finance Global Summit (London), Jon Cunliffe looks at four areas where...
OSFI and GRI report: AI in Finance Needs Safeguards, Explainability Key For Trust
OSFI Release Apr 17. 2023 The Office of the Superintendent of Financial Institutions (OSFI) and the Global Risk Institute (GRI) today jointly released a report on...