Atlanta: “Matt, your firm does all of this research on both the affluent and advisors, what does the future hold for us?” asked James during the Q & A following my presentation. As I explained to ...

Amid inflation, high interest rates and an uncertain market, people are becoming increasingly concerned about their finances. If you’re a financial advisor, your clients may be asking you some ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Andy Smith is a Certified Financial Planner ...

The most important financial decision you make may have nothing to do with money. Over time, choosing the right wealth management firm can significantly impact the growth and preservation of your ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

In a new episode of the Financial Planning Podcast, the founder of an RIA-serving startup explains how financial advisors’ practices have changed during the COVID-19 pandemic. Michelle Wong launched ...