The FP-1 story stretches back to 2022, with mass use beginning in 2024. NV traces the development, capabilities and operational record of the platform, which has already proven effective against ...

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale or go deeper with existing clients. FP Canada and financial planning ...

Imagine walking into a place where every aisle feels like a treasure hunt and each corner holds the possibility of discovering that perfect something you never knew you needed – welcome to Potter’s ...