Advisors seeking to appeal to the growing market segment of midcareer, high-net-worth (HNW) women better start bringing up estate planning. Or they will be beaten to the punch by someone who does.

When it comes to talking politics, most financial advisors take a studiously neutral stance. No matter which party a client might rant about, they’ll likely nod their head and make sure the client ...

Oriontoday announced that Jeff Schwantz has joined the company as Executive Vice President of Wealth Management Sales. In this role, Schwantz will lead Orion’s Wealth Management Sales organization, ...

Raymond James has appointed Patrick O’Connor as chief operating officer of its U.S. Private Client Group, effective May 15. O’Connor will oversee growth initiatives, strategy execution, education and ...

We take pride in our financial planning work. It’s a big selling point for clients to hire us. It’s not just about investment management and telling people how their investments are allocated and what ...

Even those who seem to have it all figured out don't. Like their own clients, financial advisors often fall victim to the same behavioral biases and end up making questionable or impulsive financial ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

The Apple TV show marks the first time the couple of 32 years has worked together Julia Moore is a TV Writer-Reporter at PEOPLE. She has been working at PEOPLE since 2022. Eric Charbonneau/Apple TV ...

Turning a New Year’s resolution into a daily reality is a learning process. Knowing what not to do in meeting any goal — from getting physically stronger to saving more money — can be just as valuable ...