Survey Shows 85% of Canadians Prefer Professional Financial Advice Over Finfluencer Content

Canadians Continue to Trust Professional Financial Advisors Over Finfluencers and AI, Primerica Survey Finds As social media platforms become increasingly influential sources of information, financial advice has emerged as one of the fastest-growing categories of online content. Thousands of financial…

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Dynasty Financial Partners Expands Advisory Capabilities with New Dynasty Consulting Group

Dynasty Financial Partners Launches Dynasty Consulting Group, Expanding Strategic Advisory Capabilities Through Planned Optima Group Acquisition Dynasty Financial Partners has announced the formal launch of the Dynasty Consulting Group, a newly enhanced management consulting division designed to help independent registered…

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Wolters Kluwer Drives Digital Transformation in Tax and Accounting Through Agentic AI Innovations

Wolters Kluwer Showcases Agentic AI Innovations at AICPA ENGAGE 2026, Redefining the Future of Tax and Accounting Workflows The tax and accounting profession is undergoing one of the most significant transformations in its history. Increasing regulatory complexity, persistent talent shortages,…

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Barings Declares June Cash Distribution for Global Short Duration High Yield Fund Shareholders

Barings Global Short Duration High Yield Fund Declares June 2026 Distribution and Projects Continued Monthly Income for Investors The Barings Global Short Duration High Yield Fund (NYSE: BGH) has announced its monthly distribution for June 2026, reaffirming its commitment to…

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PIMCO Consulting Study Reveals DC Plan Sponsors Are Modernizing Investment Menus

DC Plan Sponsors Accelerate Investment Menu Modernization as Retirement Landscape Evolves, PIMCO Study Finds The retirement savings industry is entering a new phase of transformation as defined contribution (DC) plan sponsors increasingly look beyond traditional investment structures to meet the…

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Ameriprise Financial Recognized for Technology Innovation in Signature Wealth Program

Ameriprise earns 2026 BISA Technology Innovation Award for transforming portfolio management and advisor workflows Ameriprise Financial (NYSE: AMP) has been recognized with the 2026 Technology Innovation Award from the Bank Insurance & Securities Association (BISA), highlighting the company’s continued focus…

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Wolters Kluwer Advances Tax and Accounting Innovation with Agentic AI at AICPA ENGAGE

Showcasing how agentic AI and Expert AI within CCH Axcess are transforming tax and accounting workflows at AICPA ENGAGE 2026 The tax and accounting profession is undergoing a fundamental transformation driven by a combination of structural challenges and accelerating technological…

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Charles Schwab Foundation Broadens Nationwide Investing Education Efforts with SIFMA Foundation

Charles Schwab Foundation Expands Partnership with SIFMA Foundation to Advance Investing Education for Students Nationwide As financial information becomes more accessible than ever through social media platforms, online influencers, trading apps, and digital content channels, young people are increasingly exposed…

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