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Bitcoin has risen more than 40% this year following the successful introduction of the exchange traded funds.
March 1 -
RBC Wealth Management is using technology to sift public records for financial or other signals that clients may have come into money or are looking to transfer assets held away.
February 29 -
Canada's largest bank saw record increases in client assets and a healthy jump in its fee-based revenue. So why did its wealth profits drop 27%?
February 29 -
A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.
February 29 -
Research from J.D. Power found that bank customers are most concerned about letting AI move money on their behalf or place a barrier between them and their money.
February 29 -
In this flashback to Future Proof, Practice Intel CEO Tom Rieman stops by the Financial Planning booth to talk about his new fintech platform for advisors.
February 29 -
New York Fed chief John Williams says the pace of rate cuts will depend on economic data, not the calendar.
February 29 -
A lawyer says the industry has been on notice at least since the "Boom Boom Room" scandal of the 1980s that hostile workplaces won't be tolerated.
February 28 -
Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.
February 28 -
Despite not holding any Magnificent Seven stocks, the past year has seen assets soar for this ETF.
February 28













