I have $720,000 in retirement accounts and $590,000 in an individual brokerage account. I also have $40,000 in a 503(c). I work for myself and my salary fluctuates between $80,000 and $170,000 a year.

"I’m uncomfortable with the fact that my planner has an obvious stake with this long-term care policy he want's me to buy." ...

Study by PR firm Gregory finds financial firms struggle to stand out as websites rely on overused terms like holistic and ...

Choosing a financial advisor is about more than just finding someone to manage your investments — it’s about trust, transparency, and alignment with your goals. Fiduciary advisors are legally bound to ...

The Deal Closers, a U.S.-based marketing and sales execution firm, announced the continued expansion of its proprietary ...

Perhaps the most important thing to keep in mind is that firing an adviser shouldn’t be emotional, it should be intentional, ...

A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and ...

The latest Cerulli Associates study tracking investors' willingness to pay for financial advice offered a mix of potential ...

AI agents are executing transactions, forming “agentic finance.” Crypto is the financial backend for these autonomous systems ...

Selected through a nationwide nomination process, here are the standout US financial planners who embody excellence, ...

In the Focused on the Future podcast, WFA's Dany Martin details how human connection, AI and career changers shape financial ...