With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and ...

Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it ...

How Michelle Perry Higgins, principal and financial advisor of California Financial Advisors, is guiding her clients to make smart financial decisions amidst political uncertainty.

Glide paths may not deliver the highest returns, but experts say they account for behavioral limits that other strategies ...

The ROI reports rely on self-assessments rather than hard evidence, Puntoni said. Many organizations are still refining how they measure success, often focusing on intermediate metrics. “We should ...

One of the best ways to ensure your clients are confident in the new year is to take stock of their financial health. Year-end checkups serve as a checkpoint in client’s progress toward their goals ...

Financial advisors are in end-of-year planning mode as clients seek to shut the books on 2025. And considering the market’s ...

A C.D. Howe report looks at the possibilities of AI for increasing financial literacy, improving advisor productivity, and ...

AI can deliver information. Period. A recruiter stays with you throughout the exploration and transition process, helping you make sense of it all so you can take the next steps with clarity and ...

The demand for sound financial advice has never been greater, yet the number of high quality advisors hasn’t kept pace.

Why does a financial advisor get a fee of 1% or more? That seems really high. If my return is only 4% (for example, in ...

(NerdWallet) – Trinity Owen and her husband bought their four-bed, three-bath home in East Concord, New York, in 2019, and they quickly began sending extra money toward their mortgage to pay it off ...