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Life Changes

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Financial Advisor Council

  • Ivory Johnson

    Founder, Delancey Wealth Management. 20 years of investment experience.

  • Diahann Lassus

    President, chief investment officer and co-founder Lassus Wherley.

  • Steve Lockshin

    Steve Lockshin is founder of Convergent Wealth Advisors.

Latest Special Reports

  • CNBC's ninth annual study measures all 50 states on more than 60 different metrics.

  • Chicago, Illinois

    Dive into the big mutual fund battles: ETFs stealing assets, sky high fees, persistent struggles to beat the index.

  • Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.

Financial Advisors