Welcome to an insightful conversation with Marco Gaietti, a seasoned expert in business management with decades of experience in strategic planning, operations, and customer relations. Today, we’re diving into the world of financial advisor certifications, exploring how these credentials shape the
Setting the Stage for Risk Reassessment Imagine a market scenario where portfolios plummeted by double-digit percentages in a single month, only to rebound sharply within weeks, a volatility witnessed recently that underscores a pressing challenge for investors. How well do their investment
In the second quarter of 2025, spanning April through June, the North American wealth management sector has witnessed an unprecedented wave of mergers and acquisitions (M&A) that signals a profound shift in the industry’s landscape. Across the United States and Canada, registered investment
In an era where financial uncertainty often looms large, finding a trusted partner to navigate the complexities of wealth management and life planning is more crucial than ever for families and individuals alike. Strategic Planning Associates, a multi-generational financial advisory firm based in
Retirement planning has evolved into a complex yet rewarding endeavor, shaped by shifting legislation, intricate tax codes, and innovative financial tools that can either bolster or erode long-term savings. For individuals approaching or already in retirement, the challenge extends beyond simply
Sun Life Financial, a globally recognized leader in insurance and financial services, unveiled its Q2 earnings report on August 7, providing a detailed look into its performance during a period marked by economic turbulence and sector-specific hurdles. Operating across diverse domains like life
