Financial Planning

Inflation and Living Costs Impact Wealth Transfer for Young Canadians
Capital, Risk & Assets Inflation and Living Costs Impact Wealth Transfer for Young Canadians

The impact of inflation and the high cost of living continues to play a significant role in shaping wealth transfer expectations among Canadian investors. This trend is particularly evident among the younger demographic, specifically those aged between 18 and 34 years. A recent survey conducted by

BlackRock Recommends Limited Bitcoin Allocation for Investment Portfolios
Capital, Risk & Assets BlackRock Recommends Limited Bitcoin Allocation for Investment Portfolios

BlackRock, a global investment management giant overseeing more than $10 trillion in assets, has recently acknowledged Bitcoin as a legitimate asset class. The firm's senior executives have suggested that investors with appropriate governance and risk tolerance consider allocating up to 2% of their

How Can Retirees Manage Their Savings and Investments Efficiently?
Capital, Risk & Assets How Can Retirees Manage Their Savings and Investments Efficiently?

Retirement is a significant milestone that brings both excitement and challenges. One of the most critical aspects of this life stage is managing savings and investments efficiently to ensure financial stability and peace of mind. Navigating the financial complexities of retirement requires careful

Can Realistic Financial Goals Replace Your Usual New Year's Resolutions?
Capital, Risk & Assets Can Realistic Financial Goals Replace Your Usual New Year's Resolutions?

The holiday season brings joy and celebration but often comes with significant financial stress. As the new year approaches, people commonly set ambitious financial resolutions, only to find them challenging to achieve over time. This article explores how replacing these ambitious resolutions with

Building Wealth with Four Essential Annual Financial Meetings
Capital, Risk & Assets Building Wealth with Four Essential Annual Financial Meetings

The beginning of a new year presents an ideal opportunity to reflect on the past year's financial achievements and set the stage for new financial goals. Engaging with a team of financial advisors and experts at the start of the year can significantly enhance your financial planning, ensuring you

Record-Breaking RIA Mergers and Expansions Highlight 2024 Financial Growth
Capital, Risk & Assets Record-Breaking RIA Mergers and Expansions Highlight 2024 Financial Growth

The financial services sector in 2024 has been marked by an unprecedented surge in registered investment adviser (RIA) mergers and acquisitions (M&A), as the industry recorded a record-breaking 269 transactions, surpassing the previous high of 264 set in 2022. This remarkable increase is largely

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