After the U.S. captured Venezuelan leader Nicolás Maduro, and amid the Trump administration’s statements about Cuba and ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Learn how independent financial advisors operate.

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

Andrew Hill Investment Advisors reports that client portfolios achieved double digit gains during 2025. Review our defensive ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Dear Quentin, I am 66 years old and have been retired for about a year and a half. My retirement savings are still primarily ...

Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of ...

Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only ...

Ayco is likely to focus on larger RIAs that can work with C-suite executives, while BNY Pershing may be more suited to ...

Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with ...

Travis Musgrave and Musgrave Dunn & Associates focus on a planning discipline, and proactive problem-solving. Team Name: ...