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

Thomas's firm invests in real assets such as farmland, timber and reinsurance. Using a disparate mix of alternative assets mitigates risk more effectively, because each type of alt is not only ...

Deeyana Tourserkani had a lot of ground to cover with her client in the 10-minute meeting — saving for the kids’ education, planning for retirement, picking the right life insurance policy. So, after ...

Want a little help with financial planning? The Financial Planning Association of LI will offer 15-minute free sessions as ...

Self-directed investing has become the norm, not the exception. According to a 2025 J.D. Power US Investor Satisfaction Study, younger investors, especially millennials and Gen Z, are increasingly ...

Dellas worked as a financial advisor for multiple clients in the Syracuse area. Authorities said Dellas got those clients to sign paperwork authorizing him to take advisor fees for much more than they ...

One of the biggest misconceptions among advisers when it comes to vulnerability is assuming it ties in with something else, ...

Financial advisors can increase their value by making sure clients spend money on things that make them feel happy and ...

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

The colors of an advisor's logo, branding and even the clothes they wear can have a surprising effect on the conversion rate ...

Venture Visionary Partners thinks that a futuristic Lab—and a little help from AI—can redefine the client-advisor ...

Many individuals hesitate to engage a financial advisor because they believe they don't have enough assets. Historically, this concern was valid. Advisors often prioritized high-net-worth clients ...