That’s what happened to Sarah, a 50-year-old mom from Seattle, recently. Sarah, who says she’s been homeschooling for 20 ...

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

Jeff and Susan have $460,000 in two brokerage accounts. If they live to age 85 — for another 35 years — without making any further contributions to these accounts, and assuming a conservative 5% ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and economic uncertainty.

David Acosta is a financial advisor in Allen, TX. They have been in practice for 10 years, the last 9 years at J.P. Morgan Securities LLC. Financial Planning • Portfolio Management for Individuals ...

Choosing a financial advisor isn't a cosmetic decision. It's not about finding someone with a polished website or a ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...

Jed Entin, Savvy Wealth head of revenue operations and strategic planning, peeks his head over a stack of acquisition relief boxes his firm sent out to hundreds of Commonwealth advisors. Savvy Wealth ...

When it comes to growing an RIA, the financial advisory industry loves to preach: "Find your client niche." For years, that's meant cultivating prospects by profession — tech employees, dentists, ...

Ameriprise reported adding 90 financial advisors in the third quarter, an increase from the same period last year. Separately, UBS reported another drop in advisor headcount in the Americas, following ...

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 ...