A common question during a policy review is whether the coverage amount remains adequate. Life insurance should provide a safety net for your loved ones, covering expenses like children’s education, ...

Hitting a headcount of 20,000 financial advisors marks a milestone for Edward Jones, says David Chubak, U.S. business unit ...

The government’s Spending Review will have a significant impact on education. Funding specialist Julia Harnden considers what ...

Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is ...

Tip #2: use the right tools Budgeting apps can simplify the process of tracking your expenses ... on their investments," says ...

A freedom of information request shows that thousands of lasting power of attorney (LPA) applications are rejected due to ...

Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from ...

"There are two options for your estate. Either you can decide where you want it to go, or you can let the state you live in ...

The lifelong process of creating, preserving and transferring wealth is full of choices and challenges but is boosted by the ...

After your divorce is finalized, it's easy to get overwhelmed by a sea of tasks and to-do lists. One crucial item you should ...

There are reasons to have “the talk” sooner rather than later. It’s not about dwelling on your mortality. It’s about making ...