WASHINGTON (AP) — Defense Secretary Pete Hegseth’s younger brother is serving in a key position inside the Pentagon as a ...

Investors should consider broad diversification strategies instead, to smooth returns and minimize risk in downturns.

Many CEOs and other senior executives adopt a “hands-off” approach to customer relationships. But there are benefits — and ...

Financial advisors play a pivotal role in guiding individuals toward their financial goals. However, they often encounter ...

New research unpacks the top traits clients look for in an advisor, why some advice may leave people dissatisfied, and the ...

For the typical advisor, client meetings takes the largest share of time (22%) according to a new report from FUSE Research ...

How can families grow their business enterprise or wealth to ensure holdings are protected, whether for eventual sale of the ...

Experts say financial advisors can play a critical role for clients who are in the throes of addiction and those sifting ...

In many relationships, couples naturally settle into roles. Changing who handles the finances helps to build awareness.

Affluent clients report much greater satisfaction with their current financial advisor if they adhere to the fiduciary standard, according to new research from Cerulli.

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

The financial sector is facing a pivotal moment. AI is developing very rapidly, and it seems that its integration is already ...