With the financial advisor industry facing a shortfall of 100,000 bodies, Jamie Hopkins explains how his FinServ Foundation ...

Affluence, like beauty, is often in the eye of the beholder. What looks like wealth to one person might not seem that way to others -- especially if that "wealth" is offset by high debt and ...

Retirement can be a great time to travel abroad, and some retirees even take the more adventurous step of moving overseas. If ...

In the November election, Florida voters passed Amendment No. 5, which adds an inflation adjustment to the Sunshine State’s ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Harrisonburg, Virginia area. Harrisonburg has up to 121 advisors to choose from ...

There will likely be a shortage of roughly 100,000 financial advisers by 2034, as many in the profession plan to retire, a February 2025 report from McKinsey & Company reveals. An ...

I’m starting to wonder if we should separate our finances to avoid arguments and create more financial independence.

A large cohort of adults in their mid-50s is unprepared for retirement and may need to rely on family for housing and other needs later in life.

Momentum continues for fee-based compensation as BD advisors ditch commissions and alternative compensation schemes emerge to lure diverse clientele.

More aggressive matching formulas. Some employers are making changes to their 401 (k) match to encourage higher savings rates, according to Massa. For example, instead of the traditional 100% match on ...

This collaboration reflects growing demand for integrated retirement guidance across the wealth management industry. In addition to partnering with Hantz, Future Capital also recently began working ...

A financial advisor can be a valuable investment if you don't have the time, ability, or desire to learn to manage your investments.