Jan 23, 2019
As life expectancy numbers continue to increase, the need for more careful and more precise financial planning for retirement has increased with it. A startup called Genivity, one of the winners of BMO's 1871 FinTech partnership program in 2017, is helping financial advisors have better conversations with their clients...
Jan 9, 2019
The Retirement Enhancement and Savings Act of 2018, or RESA for short, is a piece of bipartisan legislation currently making its way through Congress. The legislation, introduced in the Senate, proposes to amend the internal revenue code and ERISA, with the ultimate goal of helping more Americans obtain access to...
Jan 2, 2019
An art museum – just like a financial advisory practice – is a place where perspective, technique and creativity are respected. And this year, we had many guests on our show that brought new perspectives and creative ideas for growing your business.
To recap our 2018 episodes, Emily and Ben guide us through the...