Alex Angst, CKA, CFP, financial advisor and founder of wealth management company RISE Capital, witnessed this dysfunction ...

Fact checked by Vikki Velasquez Key Takeaways While overall divorce rates are declining, the divorce rate among adults 65 and older is steadily increasing.Thirty-five percent of baby boomers said that ...

One of the reasons that managing our money can be so challenging is that most of the guidance offered is in a different language. It’s a language created by financial companies selling products, ...

A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.

In financial planning, success is typically measured by one primary metric: asset accumulation. Traditional financial advisers emphasize portfolio growth, rates of return and retirement savings, ...

When it comes to financial planning, clients often rely on their financial planners for guidance and advice. However, clients may not always be aware of the crucial topics or trends that may be ...

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership ...

With growing links between psychology and financial planning, there are beginning to be a lot of terms to describe that field, Morningstar Senior Behavioral Researcher Samantha Lamas said. All of ...

Wealth management firms are expanding their service offerings to include tax planning and accounting services to better serve investors who increasingly seek comprehensive financial guidance under one ...