Two months after announcing its acquisition of Montreal-based PWL Capital, OneDigital cofounder and chief growth officer Mike Sullivan says the Atlanta-based company is engaged in “up to 50 ongoing discussions with firms around Canada.” One has signed a letter of intent and another is about to, according to Sullivan.

The 25-year-old private-equity backed firm headquartered in Atlanta is just one example of a U.S. shop taking a hard look at expansion north of the 49th parallel, no matter the state of cross-border relations.

“The noise going on right now between the States and Canada,” he said in reference to the emerging trade war, “I would describe as absolutely ridiculous.”

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Financial planning for a longer lifespan that can extend well into the 90s can be a huge mindshift for both retirees and their advisors. Longevity columnist Simon Chan shares five themes to help both adjust to this new reality.

Partnering with a mortgage broker can help advisors come up with creative solutions to client issues. Noushin Ziafati reports on how one such partnership works.

Continuing with our ongoing coverage of industry M&A, Purpose Unlimited announced this week it’s buying Steadyhand and its $1.3 billion in assets across 3,900 investors. Michelle Schriver reports.

Asking your clients better questions can get you better answers. Jeff Thorsteinson describes how to use the Socratic method to get there.