Vanguard Funding

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Mortgage Loans: Stick With A Bank Or Go With A Broker?

It matters where you go for a mortgage. Who offers a better deal — a banker or broker?

Bank credit: is it growing, and where’s it going?

Lenders have loosened purse strings, but some sectors are monopolising bank loans. Hence the clamour for more credit

Here's What You Need to Look For to Make Sure You're Not Being Scammed at the ATM

5 lessons from my $650,000 lunch with Warren Buffett

In 2008, hedge fund manager Guy Spier had a ‘power lunch’ with famed investor Warren Buffett. Here’s what he learned.

5 Tax Tips for Millennials

Winging it on your taxes? You could be missing out on significant savings or worse yet, be endangering your finances and freedom by not knowing the basics.

How much does your credit score affect your mortgage rates?

The drop from excellent to fair credit will cost you $21,000 over the life of a 30-year loan. Learn how to improve your credit score and save on a mortgage.

Should Your Advisory Services Expand to Include Investment Advice?

What are the pros and cons of expanding your services to include offering investment advice?

Things You Should Expect Your Mortgage Banker to Ask You

Five things you can plan on discussing with your mortgage banker. Take it from us, we do this every day.

Is the Middle Class Listening to the Wrong Investment Advice?

Investment Advice for the Middle Class<br>If you are like most middle class investors, it may seem as if there are a million things that separate you from millionaires. In reality, the way the middle class and the wealthy handle investments can be quite similar; investment advice can be founded on the same principles – and the same misperceptio...

Why Be a Broker When You Can Be a Mortgage Banker?

The rise of digital mortgages and increasing lender consolidation are just two reasons mortgage brokers should make the transition to mortgage banking sooner rather than later.

What Does a Mortgage Banker Do?

A mortgage banker originates, funds and can service mortgage loans. Let's break down their services, responsibilities and how to hire one.

5 Things to Expect From a Good Mortgage Banker

Atlantic Bay Mortgage is a mortgage lender that genuinely cares about our clients. We continually provide the finest personal service to our clients.

Why won’t Canadians pay for investment advice?

Choosing investments based on the lowest cost? You need to think again – and don’t be afraid to ask for help

5 Things You Should Expect Your Mortgage Banker to Ask About

If you are thinking about purchasing a home, you'll want to know about these 5 things.

HSA Investment Advice: Should You Spend Or Invest Your HSA Funds?

Here's some HSA investment advice: Don't assume you should tap your HSA funds to pay medical bills. Investigate your plan's HSA investment options and consider growing your balance instead of spending it.

The Path to App Advisory Services in 5 Easy Steps

Here are 5 easy steps to using apps to enhance your advisory services offering.

Are You Considering an Advisory Service Practice?

Are you considering an advisory service practice? Many financial professionals are in order to offer their clients more value-added services in the areas of business valuation, financial forensics, personal financial planning, and information management and technology assurance. One of the first steps is to consider the technology and investment required to support your new practice. …

Tax Practice of the Future: 3 Steps to Increase Advisory Services

This article focuses on three critical steps future-focused tax practices can take to increase their advisory services.