From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Staff Personal Finance Editor, Buy Side Valerie Morris is a ...

People turn to financial advisors for guidance with issues like retirement planning, estate planning and life insurance. However many Americans aren't using a financial advising service.

AI will not eliminate consulting, but it will demand that consultants return to the essence of what the profession was always meant to be.

Although some commonly held credit cards don’t charge an annual fee, other popular cards charge hundreds of dollars per year. Weighing a card’s fee against its benefits is the key to determining ...

The White House has struck a deal with pharmaceutical giant Pfizer to lower the cost of prescription drugs for the Medicaid program.

Money decisions aren’t always rational. Advisors who ignore behavioral finance may not help you manage emotions like fear or greed. Understanding biases and common investor mistakes is key to ...

Misunderstandings can quickly escalate into liability issues. Advisors minimize their liability by communicating expectations, risks, and processes clearly. This includes explaining investment ...

In an industry where relationships drive value and talent is the engine of growth, Wealthspire Advisors is setting a new course for professional development with an ambitious initiative. Launched ...

This is not a minor preference tweak. It’s a rewiring of the financial relationship. Advisors who think they can win the Great Wealth Transfer without adapting to these new priorities are about as ...

When a health insurer refuses to pay for your treatment, you may have the right to have the denial reviewed — and potentially overturned — by an independent provider. Here are six steps experts ...

The organic growth conundrum facing advisors today reflects the convergence of economic headwinds, changing client expectations, and a competitive field. Markets remain unpredictable, client needs are ...