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Corporate Rebranding: A British investment firm restored most of the vowels to its name after a widely ridiculed rebrand that ...

a financial advisor at Edward Jones. Plus, having 529 plans for each child can help prevent confusion. If you only have one 529 plan but have multiple children in college at the same time ...

“We work with tens of thousands of advisors, and the most obvious thing is that most advisors still don't have an estate plan ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

ExitWell's process ensures business owners are well-positioned to attract the right buyers, maximize deal value, and successfully close transactions. The firm partners with financial advisors ...

Coming to terms with handing over the reins is often the biggest challenge for an owner to overcome. This can be due to the emotion, hard work and personal and financial risks it takes to build a ...

Financial planners make changes to their own financial plans each year — and sometimes that means temporarily easing up on long-term goals. Dive into our2025 Facet financial review and learn how ...

So why aren’t more plan participants getting help, and why aren’t more advisors offering it? Turns out, it’s not that simple. ERISA and the Internal Revenue Code offer strict guidance on how ...

Savvy Wealth CEO Ritik Malhotra explains how his company is helping advisors with automation, compliance and operational ...