Advisor Adam Spiegelman took LPL’s acquisition announcement as a sign to make a career move he’d long considered but hadn’t ...

There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, or otherwise stay professionally active.

Personal financial advisers share perspective on creating a safe space where clients feel comfortable about sharing information crucial to a successful professional partnership.

The Forbes Research 2025 High Net Worth Study reveals 97% of affluent investors now use AI in their financial strategies.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

The right partner can help maximize your sale price and guide you through a successful exit. The wrong one could cost you time, money and opportunities.

Depending on whether your advisor is registered at the state or SEC level, you might need to drop them if you're considering ...

According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions ...

Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From ...

Question: “I’m 57 years old and late to the party. I do not have much money socked away nor do I have investments outside of my retirement fund, and I never seem to really understand my ...

If you're on a quest for an advisor who can set you up for financial success, avoid these common pitfalls that can turn your advisor into a poor investment.