Estate planning is now conducted backwards: It starts with talking about money and death, and then progresses to the softer skills of how to leave a significant legacy. For financial advisors who want ...

Virtus Wealth Solutions, a West Virginia all-women RIA managing $460 million in client assets, has left Commonwealth Financial Network to join Scottsdale, Ariz.-based Osaic, according to a press ...

Author Kerry Hannon says the inaugural “latchkey kids” will need to keep working to meet their financial needs.

CFP Board released the following new public policy priorities: • Adopt a fiduciary standard for all financial advice, making fiduciary duty a legal requirement for all who provide financial advice.

Two-thirds of givers admit to procrastinating family wealth-transfer conversations, according to a national RBC Wealth Management survey. Only 39% have provided guidance or instructions to their heirs ...

Advisors who raise their alternative investment capabilities will build deeper trust with clients across each account, not just the 401(k).

Former Colorado Advisor Gets Three Years for $1.2M Fraud Targeting Athletes Ian Gregory Bell, 36, was sentenced to prison and must pay restitution after duping dozens of clients with promises of ...

It wasn't until the twins’ junior year of high school that she started learning more about college pricing, spending late nights exploring financial aid, merit scholarships and net price calculators.

If a client can’t afford anything better, then an Advantage plan might be advisable. But Supplement plans are “the most flexible,” providing unlimited access to all doctors and health-care facilities ...

It used to take hard work and an ear for scuttlebutt to gain an edge, but now AI has leveled the playing field. Is that a bad thing?

"Their exit was part of the overall plan.” Mayhue didn’t disclose the size of Neuberger’s stake, held by the firm’s NB Capital Solutions operation. Neuberger took an equity stake in Merit in 2023.

Initial applications for jobless benefits in the US dropped by the most in nearly four years, reversing an unusually large jump in the prior week and consistent with low levels of layoffs in the ...