When I first started as a financial advisor, I thought I’d be doing one thing: helping people manage their money. I pictured myself sitting with clients, discussing savings, investments, and ...

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

Wealth managers often have to create holistic financial plans without having all a client's assets under their management.

Harris Poll's 2024 "Americans and Billionaires Survey" found that 6 in 10 Americans hope to achieve great wealth in their lifetime. Many see entrepreneurship (42%) and stock investing (39% ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

In times of uncertainty, financial advisors and other investment industry professionals must listen to clients' valid concerns while at the same time keeping them focused on their long-term plans.

The rise of private investments, boosting access to advice, succession planning and serving clients who are women loomed large at one of the investment industry's biggest events. Keynote speeches and ...

Advisors will have to bring communication and AI skills to the table as the industry transforms, the firm said.

Hiring a financial adviser is a key way to manage your retirement nest egg with less stress. Many people get overwhelmed when tackling retirement planning. Even those with big paychecks and a Wall ...

Citing increased client concerns about market volatility, inflation and rising interest rates, 65% of financial advisors surveyed said they have altered their retirement planning strategy in the past ...

Alex Hansen joins Merit as chief advisor success officer from Commonwealth, and Brian Brashaw will head its 401(k) practice ...