#client-advisory

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Retirement
fromwww.housingwire.com
1 month ago

Financial planner shares journey to understand reverse mortgages

Rachel Gustafson shifted her perspective on reverse mortgages, now recommending them selectively after extensive research and conversations with specialists.
from24/7 Wall St.
1 month ago

My financial advisor took 40% of my gains. Time to move on?

If you're uncomfortable with your financial advisor's fees, it may be time to have a talk or find someone new.
Retirement
Boston real estate
fromwww.housingwire.com
2 months ago

Mortgage rate volatility is forcing lenders to act faster than ever

Mortgage application activity surged early in April despite rates hanging above 6.7%.
Pre-application readiness is vital for clients to capitalize on potential interest rate dips.
Navigating mortgage rates requires balancing current opportunities with future expectations.
fromwww.cbc.ca
3 months ago

Ontario financial advisor charged in $1.8M fraud investigation | CBC News

The Ontario Provincial Police have charged a financial advisor with defrauding clients and uttering forged documents following a lengthy investigation into alleged theft exceeding $1.8 million.
Toronto startup
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