Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new ...

Many individuals focus on short-term savings, neglecting the broader picture of their financial future. While essential for ...

Learn about the tools, such as wills and trusts, that are fundamental in managing and distributing your assets.

Major life events set 'Money in Motion,' and prepared advisers will be more successful. How can the wealth management industry help make life these transitions easier for the adviser and the client?

Learn how to use Excel's What-If Analysis tools to master your finances and achieve your savings or loan goals effortlessly.

CPA personal financial planners’ ability to discern the story inherent in a client’s tax returns brings unique value to the ...

The right choice of investment managers can fine-tune your car’s engine and have it performing at its maximum performance ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

In many relationships, couples naturally settle into roles. Changing who handles the finances helps to build awareness.

Many people mistakenly equate financial advice with portfolio reviews or buying insurance. In reality, true financial ...

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

While retirees who opt for an in-fund annuity retain the flexibility to convert to an out-of-fund annuity at a later stage, ...