Practice

When your child isn’t fit to be your successor

Planning and Advice

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

By Melissa Shin |May 29, 2023

2 min read

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Technology

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Automating the process of collecting and updating KYC information can provide a significant return

By James Langton |May 16, 2023

2 min read

Investors flock to loudest, least skilled voices on social media, finds research

Planning and Advice

Investors flock to loudest, least skilled voices on social media, finds research

A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

By Mark Burgess |May 9, 2023

2 min read

Central banks to dominate a digital financial world, Moody’s says

Economic Indicators

Central banks to dominate a digital financial world, Moody’s says

Crypto is too volatile to replace the basic function of money, according to a report

By James Langton |May 9, 2023

2 min read