Wealth management is now a technology business. There’s a digital tool for every aspect of a financial advisor’s day-to-day life — from marketing and prospecting to onboarding new clients, creating a ...

The couple had been married 35 years, but when the wife passed away, a portion of her estate was inaccessible to her husband. The wife had set up an investment account 40 years ago, before their ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. This article is more than 3 years old. I’m noticing an ...

This financial advisor thinks tax planning should be part of every client relationship. Reducing your taxes is an integral part of a comprehensive financial plan as well as any wealth-building ...

The stock market over the last decade has driven up the valuation for many registered investment advisor firms, or RIAs, to unprecedented levels. As a result, many financial advisors have worried less ...

Here to help us understand and master the current financial landscape is Michael Lehrhaupt—President and CEO of ‘Strategies for Wealth Management’, a financial planning firm here in CT.

Like all businesses, financial advisors must constantly seek to become more effective and efficient in the provision of services to their clients. With more effectiveness and efficiency comes lower ...

Creative Planning is expecting to significantly slow mergers and acquisitions activity following its 12th acquisition of the year, said CEO Peter Mallouk. Wipfli Financial Advisors, the wealth and ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...