When everyone trusts the numbers and speaks the same analytical language, finance empowers the organization to make faster, ...

Raymond James is set to broaden its asset management reach with an agreement to acquire Clark Capital Management Group, a ...

For financial advisors, parental leave can represent not only a personal milestone, but also a test of professional ...

The start of a new year is prime time to analyze your finances and ensure your retirement planning is on track.

BlackRock said model portfolios are a tool helping advisors free up time for higher-value work with more complex problems faced by richer people. Nearly 80% of those surveyed said they used model ...

Financial professionals and their clients have sharply different views on whether they discuss critical issues during retirement planning.

There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, ...

Tara Anne Pleat reveals how wealth managers can build private safety nets when public care systems collapse for aging clients ...

Abstract: The transmission expansion planning (TEP) problem addresses the questions of what, where, and when to build transmission infrastructure to ensure economic and reliable power transport. This ...

Abstract: Enabling robots to perform everyday tasks has become increasingly important. Task planning, which decomposes task instructions into executable action sequences, is crucial for equipping ...

Toronto-based advisory firm presents a three-pillar model aligning financial planning, operations, brand strategy, and ...