New capability surfaces active accounts, automates notifications, and closes a critical gap in estate security. Cadence, a Canadian technology company transforming how families and institutions manage ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential benefit is creditor protection in the event of a ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Revolutionary Solution Recognized for Filling Unmet Need in Estate Planning WASHINGTON, September 07, 2023--(BUSINESS WIRE)--Sunset Technologies, a company focused on helping consumers with estate ...

Last week, I was bemoaning the protection gap but suggesting that advisers were well placed to close it with differentiated proactivity through advised protection sales. I suggested that, even at a ...

New capability surfaces active accounts, automates notifications, and closes a critical gap in estate security. SASKATOON, Saskatchewan, January 20, 2026--(BUSINESS WIRE)--Cadence, a Canadian ...