"Financial advisor" is more than just a title. It means you've committed to guiding people through their financial journey. You can help others with their money and future goals, guiding them to make ...

Jaclyn Does My Job is now streaming on the WCIA 3+ streaming app. In this episode, ciLiving Host Jaclyn Friedlander talks with John Savarino of Rooted Wealth Advisors to learn about his career. John ...

For all of the transformative capabilities of artificial intelligence (AI), AI chatbots are still in their infancy stage. While applications like ChatGPT provide generic information that can be used ...

Kaden Bernstein didn’t set out to become a financial advisor. During college, she was on a pre-veterinary path and then, while still in school, launched a high-end consignment store. “It did ...

Fiduciary laws trace their roots to ancient times, but the terms of the Investment Company Act of 1940 and the Investment ...