Always ask what services they offer and how much of their time is spent on personal financial planning. There are other credible designations, but these two signal a high level of education, ethics, ...

As wealth management firms compete for top financial advisor talent and confront the need to recruit aspiring professionals, one company launched its potential solution to those problems. "To me, it ...

AssetMark, a provider of wealth management and technology solutions for financial advisors based in Concord, Calif., has launched a new program to help advisors with succession planning. The program, ...

Equita Financial Network, a wealth management platform for women-owned, fee-only financial advisors, has launched a succession planning service for its members. The new service, called EquitaFN ...

Wealthspire Advisors LLC, an independent registered investment adviser and an NFP company, launched its “Find Your People” ...

Charles Schwab plans to launch a new service to help financial advisors who manage modest amounts of money to launch and grow their own independent firms. The Westlake, Texas-based company already ...

A financial advisor is a smart choice if you need help managing your money, says R.J. Weiss, a certified financial planner ...

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Staff Personal Finance ...