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

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

reflects the availability of unlimited access to Empower’s advisory team for financial and retirement planning guidance. Empower charges no fee to use its tracking and forecasting tools.

as employees of the financial planning team and the operations team supporting financial planning consultants on client-related matters; they continue operating from their Indianapolis office.

Want a little help with financial planning? Certified Financial Planners who belong to the Long Island Chapter of the Financial Planning Association (FPA) will offer 15-minute free sessions as ...

All financial planning team members must complete 5 to 10 hours of pro bono work annually, with the firm offering up to 20 hours of business time per year to complete this service, aligning with ...

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