Whenever the topic of talking with a financial professional who can help create a long-term strategy toward retirement arises ...

Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the ...

Her financial advisor worked with an estate attorney to create a trust, which not only ensured the children would receive money without worrying about probate but also reduced her estate taxes by ...

Yes, that’s not what you wanted to spend ... Nick Loper, a Kiplinger Advisor Collective member Don’t put all your eggs in one investment opportunity “The best financial advice I received ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

You trust a financial advisor to help you manage your wealth, plan for retirement or invest for the future. But behind the professional advice and polished presentations, there’s often a layer ...

The client worked with several financial advisors as well as other ... and manage more of this current client’s assets, the advisor wanted to prospect and cold call to try and get new ones.

while giving them solid financial guidance.” Nearly half of the respondents in the institute’s research (49%) wanted an advisor to listen to both sides of a disagreement, while 35% wanted an ...

Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the ...

Here are America's best financial advisors, organized by state. The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings ...