The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional ...

Retirement advisors suggest a contribution strategy to help you reach your retirement income goal. If you've always wanted to ...

Millions are set to inherit during the $90T Great Wealth Transfer—here's what smart legacy planning with an advisor looks ...

A financial advisor can be a useful resource, but they aren't for everyone. That's why a 27-year-old who makes $153,000 per ...

Whether it’s saving for retirement, paying off debt, or buying a dream home, goal setting provides direction and serves as a ...

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

When Financial Advisor magazine ran its first “Young Advisors to Watch” list 10 years ago, you could already see that ...

More advisors are using subscription models for financial planning services. An increasing share of advisors are using ...

Navigating the world of personal finance can be daunting. Deciding whether to hire a financial advisor is a crucial step in ...

I’m getting $110,000 from a 401(k) through a divorce QDRO. Where should I put the money to avoid excess tax and IIRMA ...

Women today face a unique financial challenge that can significantly impact their long-term security: the double burden of ...