[Editor's Note: This is the second in a two-part article on retirement withdrawal strategies. The first article can be found here.] Last month, we outlined a retirement income framework that helps ...

It feels good to know that you are taking the actions that you know will lead ultimately to closing the sale. What is a dynamic, feel-good sales pipeline? It is a list of prospects that you ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

It can be a daunting task for accountants to advise clients on how to effectively and accurately budget, plan and forecast during uncertain times, while also remaining compliant with accounting ...

Microsoft Corp. today is set to introduce a new tool that it says will let end users more easily access Dynamics ERP applications from its desktop software. Officials said the company plans to unveil ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Encore Business Solutions (Encore), the largest Canadian owned partner dedicated to Microsoft Dynamics and cloud technology, announced that it has successfully ...