Robert Marck and Niki Prodanovic were runners-up for the IIAC Top Under 40 award
Jonathan Lin, this year’s IIAC Top Under 40 Award winner, began by phoning members of professional associations
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
Jimmy Jean, who became chief economist in May, anticipates the economy will grow by 4.9% in 2021
DIY plus fee-only planning was the choice for one millennial
The new leader of Women in Capital Markets says the organization will increase support to marginalized groups
Critics argue mandatory say-on-pay votes would be onerous for small companies
In the wake of the “she-cession,” initiatives like Return to Bay Street can help women re-enter the workforce after an absence
Clients may prefer communicating via texts, but be careful about the information you exchange
Retirement is a major lifestyle change that may lead to anxiety and other challenges