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The pandemic changed how advisors and their clients do business — to online. Advisors must dedicate time and resources to effectively make this strategy shift.

A majority of U.S. adults say the Covid-19 economy is worse than the 2008 Great Recession, according to a Edelman Financial Engines 2020 Financial Insights study.

President-elect Biden promised to make community college tuition-free.

Government of Canada - Let's Talk Financial Literacy | Nov 10, 2020 Five years ago, we launched our country’s first-ever National Strategy for Financial Literacy — Count me in, Canada(External link). It is now time to update the strategy to make sure it reflects the evolving needs of Canadians and our changing world, which includes

The post Renewing the National Strategy for Financial Literacy first appeared on National Crowdfunding & Fintech Association of Canada.

Former vendors for Beam Financial, who say they are being unfairly blamed for customers being locked out of their accounts, have taken the company to court.

The recent market rally may have swelled your 401(k) balance, yet this sugar rush isn't sustainable. Instead of trying to time markets, take these steps.

Whether President-elect Joe Biden's tax plan moves forward will depend on the outcome of two Senate runoff races. Here's what could happen.

For the roughly 8% of Medicare's 62.8 million beneficiaries who pay more for Parts B and D due to their higher income, those monthly surcharges are rising.

Zoom Video fell as names benefitting from people staying at home due to the coronavirus pandemic lost their appeal.

Despite the positive vaccine news, Cramer said struggling Americans still need a second stimulus bill from the Federal government.

Estate planning is a delicate subject, regardless of whether you decide to share just the basics or more detailed information about your plan.

Guest Post | Nov 9, 2020 Cryptocurrencies are the alleged future of money, while precious metals are a longtime stead in the investment space. With so much debate between the two, which is the better investment? We’re going to break down the pros and cons of each so you can make the best decision for

The post Cryptocurrencies vs. Precious Metals: Which is the Better Investment? first appeared on National Crowdfunding & Fintech Association of Canada.

The Toronto Star | By Joanna Pachner | Sep 7, 2020 Michael Katchen won a stock-picking contest at the age of 12 — and promptly saw the shares’ value evaporate as the dot-com bubble burst. He’s been obsessed with investing ever since. Today, his Toronto-based company, Wealthsimple, is Canada’s best-known robo-adviser, with $8.4 billion in

The post Wealthsimple CEO Michael Katchen on his not-so-simple mission: to help people — especially youth — build the foundations of financial freedom first appeared on National Crowdfunding & Fintech Association of Canada.

E-brokers are experiencing outages on Monday amid records in the Dow and S&P 500.

If you receive a text message claiming that you are about to receive a $1,200 stimulus check, don't click on it. Chances are, it is a fraudulent scheme.