Shannon Steensma, CFP, partner at Fountain Wealth Advisors, has been named as a Forbes’ Best-in-State Top Financial Security Professional. Fountain Wealth Advisors is a local wealth management firm ...

If you’re wondering how diversified your portfolio is, there are some excellent online tools for this, many of which are anchored in Modern Portfolio Theory.

M1 Finance and Wealthfront are two top digital wealth management platforms, but they offer very different services when it ...

Two popular wealth management platforms with different approaches to helping you manage your financial future David is a ...

Most women clients seek financial advisor referrals from other women ... re considering has been vetted by someone they trust ...

Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue ...

Estate planning is essential for families who want to secure financial stability and build generational wealth.

Money's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Seven insurance and financial planning firms have achieved chartered status over September and October, the Chartered Insurance Institute has announced.

Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that ...

You have unique goals, and your wealth management strategy should be designed to reflect the specific aspirations you have for yourself and your family. It should also go beyond just creating a ...