MONTREAL, April 16, 2025 /CNW/ - Wealthica Financial Technology Inc., Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Advisor ...

If you were selected for Federal Verification after completing the FAFSA, you will need to provide additional information to complete your financial aid file. The verification process is completed in ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

You have /5 articles left. Sign up for a free account or log in. According to the survey, 76 percent of those responding indicated that where they enrolled was ...

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive ...

Financial advisory firms often think of their online rivals, personal financial management sites such as Mint.com, as the enemy. But PFM is not a dirty word at Personal Capital Corp. — its founding ...

According to the release issued by the company, 5nance.com empowers its clients to take complete charge of their finances and achieve their short- and long-term financial goals, by providing them ...

Investing.com, a global financial portal, has launched a new Canadian edition dedicated to providing investors with comprehensive news, features and tools about the Canadian financial markets. The ...