Depending on whether your advisor is registered at the state or SEC level, you might need to drop them if you're considering ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions ...

In this environment, some financial advisors are establishing social-media presences as a way of reaching new potential clients and combating some of the misinformation swirling around the internet.

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Choosing a financial advisor is a big deal—after all, you’re trusting someone with your hard-earned money and your future goals. If you’ve been searching for guidance, you’ve probably come across ...

The number of American households with financial caregiving responsibilities is growing and is increasingly impacting younger, affluent cohorts. But while the issue involves 36 million households ...

The financial market is undergoing a massive change as alternatives—once a wealth creation avenue only available for the ultra-wealthy—go mainstream.

Financial advisors, tax professionals and their clients are facing an IRS that is moving in a polar opposite direction from the agency that was bulking up on enforcement only a few months ago.

Rather than cold calling for new clients, advisors should explore opportunities to oversee a bigger chunk of their existing clients' wealth and income planning.

The definitive guide to the proposed extension of the Tax Cuts and Jobs Act (TCJA) for financial advisors and wealth management clients in 2025.

The number of CFP professionals reached a high of 103,093 last year, an increase of 6,541 over 2023, according to the Certified Financial Planner Board of Standards. And while the states with the ...

Which registered investment advisors have the best work culture? Here are the top 52, according to the employees themselves.