Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.» Read More
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Those who do not consider themselves wealthy still can benefit from a financial planner, USA Today reports.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
Financial advisors who opt to target clientts with whom they identify are finding fulfillment and profit in their endeavours.
Many investors with money in IRAs or 401(k)s struggle with what to do when life circumstances change. A look at some options.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.