To help his clients reach retirement, a financial planner looks ahead to obstacles clients may encounter, and helps protect ...

DIY financial planning app Optiml, a Halifax-based company, has seen a 60-per-cent uptick in its average weekly website ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer ... The 2025 T3/Inside Information Software Survey found that more than 4 in 10 (41%) advisors are ...

Financial advisors are educating themselves on the potential uses of AI. Here's how they are approaching what could very well ...

“The marketplace has already begun to see financial-planning-related software begin to incorporate AI-like capabilities that can do this to varying degrees,” Michael Rose, director at ...

The recognition highlights QuickBooks’ adaptability, ease of use, and comprehensive financial management features that ...

College decisions this year seem even more complex than usual, including determining whether a school is a 'financial fit.' Here's how to find your way through the maze.

"Our software powers intelligent workflows ... enables us to broaden our coverage and insights needed for financial planning, eliminating guesswork with outdated, error-prone processes in an ...