Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on ...

For years, I’ve worked with Investor Protection Trust to educate consumers about how to avoid bad financial advice. The first ...

In a move that was widely anticipated, the Federal Reserve has cut the federal funds rate by 0.25 percentage points, to a new ...

After 16 years of playing professional hockey, Kent Manderville uses his experience and expertise to help athletes build and maintain their wealth long after their careers end ...

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication ...

The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and ...

Many investors worry the election may shake up their investments. Top financial advisors say it’s best to take a long-term ...

Technology is transforming virtually all industries, and financial advisors must keep pace to stay relevant, deliver value and grow their businesses.

I had one meeting with this woman. She suggested I sell my house, which I own free and clear, and then buy an annuity so I'll have income to travel and do other things I want to do. Although my kids ...

Your financial advisor. He or she may be the one determining your portfolio ... Sprung agrees and elaborates, “Rather than meeting with and getting to know the advisor who will be the successor after ...

Explore the marriage of protection and accumulation in holistic financial planning. Bruce Donaldson, CEO of Simplicity Group, shares insights on the preeminent partnership.