Financial advisors can make mistakes, but some offenses are worse than others. If your financial advisor engages in any of ...

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent ...

"Liz is a visionary leader with exceptional experience, passion and commitment," said CFP Board CEO Kevin R. Keller, CAE. "Her leadership will help guide us through a rapidly evolving technological ...

Identifying Acquisition Advisors Conversion is key for the role of acquisition advisor. Having a team member dedicated to meeting with potential clients and converting them into clients is critical to ...

Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announced ...

I’m 72 years old and my wife is 70. Over the years, some of our financial decisions were not the best, but we have enjoyed 45 years together so far, having two sons and now two daughter-in-laws and ...

You can maximize your benefits if you wait to claim Social Security until your full retirement age or older. However, ...

Estate planning isn’t about focusing on your demise, one advisor says; it’s about taking control and making decisions that ensure your loved ones are cared for.

A personal and professional commitment to philanthropy and financial literacy was highlighted in this advisor's honour ...

His son, Jon Pettinelli, who has served as president since January 2019, will now be CEO and lead the firm’s daily activities. The firm also announced new partners Janice Fong, Allison Steele, Rick ...

SoundHound AI, a maker of conversational AI voice technology, on Tuesday unveiled the first-ever in-vehicle voice commerce ...