Financial Advisor Playbook

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Financial Advisor Council

  • Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only firm specializing in entertainers and professional athletes.

  • Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'

  • Lazaretta Rainey Braxton

    Founder/CEO, Financial Fountains, blogger, columnist and speaker.

Latest Special Reports

  • Financial advisors offer investment strategies in 2014, from taxes and legal issues to key sectors and emerging markets.

  • Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.

  • Chess pieces strategy

    An in-the-trenches look at portfolio options, deconstructing them and finding the best fit for client retirement plans.

Financial Advisors