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Longevity products have role for aging Canadians, but adoption has been slow

Purpose and Guardian launched their tontine products a few years ago, but the biggest question still is how they fit into portfolios

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Scenes From Day 3 of Wealth Management EDGE

The second full day of Wealth Management EDGE got spicy, with a "Hot Ones"-inspired conversation between Michael Kitces and Jason Pereira.

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Advisors: Go Ahead And Kick The Tires On AI

Advisors: Go Ahead And Kick The Tires On AI
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Hot Takes From Michael Kitces, Jason Pereira

Hot Takes From Michael Kitces, Jason Pereira
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

Michael kitcesJason pereira

Why clients may be feeling anxious this tax season

Many young people still misunderstood late-filing penalties and the need to file

United statesHelen burnett nicholsArmando minicucciDarryl whiteErica aliniJason pereiraJennifer tozserBrenda bouwBrianne gardnerStefanie ricchioTim cestnickStefanie marottaBrian erneweinGrant thorntonNational bank financial wealth management in calgaryVelocity investment partners at raymond james ltd