As wealth demographics have shifted, and client expectations have evolved, so too has the role of the financial advisor.

Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...

Here are a few key responsibilities that CFPs hold: Provide comprehensive financial planning advice that’s tailored to clients’ individual needs. Analyze and provide advice on investment ...

For financial professionals, understanding these updates is crucial to adjusting strategies, helping maximize client outcomes and staying ahead in retirement income planning. Here’s what you ...

Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...

More than three-quarters of planners believe AI will enhance client service, but call for more training and guidance.