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CFP Board CEO Kevin Keller to Retire After 18 Years

Photo via CFP Board

The organization dedicated to financial planning will engage an outside firm to help search for a replacement.

2 min read
Advisor Upside

Don’t Mess With Texas Stock Exchange’s $161m Raise

Photo by Ray Shrewsberry via Unsplash

The project would provide a venue for smaller, private companies to list, and open up new investment opportunities for clients.

2 min read
Advisor Upside

Millennials Want to Beat the Markets More Than You Do

Photo by Thirdman via Pexels

It’s such a priority for younger clients that they’re often more likely to switch advisors after major life events.

2 min read
Advisor Upside

Canada vs. US. Not Tariffs, We’re Talking ETFs

Photo by Jason Hafso via Unsplash

Investors are wondering if the current geopolitical landscape may open up new opportunities north of the border.

2 min read

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

Retailers Prep for Supply Chain Breakdown

Photo by Mick Haupt via Unsplash

2 min read
Canada Chooses Prime Minister Set on “Dramatically” Loosening US Trade Ties

Photo by Policy Exchange via CC BY 2.0

2 min read
IBM Joins Tech Giants Pouring Billions into US Production

Photo by Raysonho via CC0 1.0

2 min read

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