News

I would define an investment company as a firm that matches investors to various assets according to the risk appetite of ...
Venture Visionary Partners thinks that a futuristic Lab—and a little help from AI—can redefine the client-advisor ...
I work with clients who want to make sure their money lasts for their lifetime, but I also remind them to benefit from their ...
Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...
These next-gen advisors built new niches with physicians, wealthy executives, academics, special needs groups, and NFL ...
For farmers, financial planning is about making sure the farm stays viable and that the family is financially secure, no ...
Summit Wealth Group, a rapidly growing independent wealth management firm, is redefining financial planning with its ...
The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some ...
The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.
The fraudulent "royalty payments" scheme, which involved $106 million in false tax deductions claimed over nearly a decade, ...
The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate ...
Financial planning is less about the technical knowledge and more about helping clients build emotional connections, ...