A series of proposals by the Competency Standards Commission could allow up to 10 continuing education (CE) hours to be ...

Advisors leaning heavily toward fee-based services today enjoy a key competitive edge over commission-based practices – and ...

Jerry is appalled after accidentally seeing his new girlfriend’s credit score. George pledges celibacy when the cost of an ...

CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of an enterprise solution designed to integrate alternative investments within Turnkey ...

“Financial matters are one of the key drivers of stress in individuals and couples. Conversations and open communication can ...

Former UBS employee Cody Rice acknowledges that his politics and personal traits made him an outlier in the ESG world. But ...

One value is self-direction, which is being able to act independently and develop original ideas ... believe in. Clients find value in working with an advisor who can bring their financial ...

Jessica Culpepper’s clients at Creative Planning include centimillionaires and billionaires, but she wants you to know that ...

A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial ...

The area’s financial advisors ... educate clients on their housing options and how to most successfully negotiate payment on any insurance claims they may have, the firm hosted an event ...