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

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

Whether it is firing a problem client or helping a family cope with a terminal cancer diagnosis, advisors sometimes have to ...

Focus Partners Wealth has launched a new portal for some advisors and clients, aiming for full access for the $96 billion ...

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and ...

You work hard now so that someday, you won’t have to. While you enjoy what you do, the siren song of early retirement is calling. Who could blame you? There’s a whole lot of the world to explore, ...

Discover why this financial advisor says common money goals fail and learn some smarter resolutions to keep your finances on ...

Genuine wealth management can only happen through a holistic approach to wealth planning. It requires caring and taking the ...

Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.

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

Advisors act as counselors, providing reassurance and guidance to clients as they navigate the loss of a job and search for ...