With Consumer Duty, AI, and new regulatory developments all reshaping the advice landscape, there’s plenty for firms to think ...

Study suggests investors are more likely to listen to professional advice after they’ve formed their own opinion, rather than ...

The booming popularity of asset-allocation exchange-traded funds (ETFs) is prompting an evolution among robo-advisors, and ...

When financial advice meets furlongsThis question came to mind during a recent visit to Haydock Park, where Truly Independent ...

Nearly half say they question financial information on the web at least five times monthly, and two-thirds are taking longer ...

Half of them turned to family and friends, while 49 per cent went to their bank and 39 per cent visited social media sites. Although going to your loved ones may be a natural starting point, it’s not ...

According to a 2024 study from Talker, 53% of Americans plan to take financial advice from FinTok -- the financial side of TikTok. Topics they are most interested in include: budgeting, saving, ...

I am a mid-career financial planner who would rather not be replaced by artificial intelligence (AI), so I may be biased on the topic of taking advice from AI. Like workers from many different ...

Taking financial advice from artificial intelligence comes with risks. Photo by FABRICE COFFRINI/AFP via Getty Images files Kelley Keehn, founder of Money Wise Workplaces, talks with Financial Post’s ...

Financial professionals can balance personalized advice with digital tools by using AI to handle data analysis and routine tasks, freeing up time for deeper client relationships.

British Columbia · Column Financial advice I would give my 25-year-old self CBC columnist Mark Ting shares tips for young people on managing their money, even if they don't have much ...

Take five minutes to review how much you're paying for financial advice. If you're overpaying, you could be better off with ...