Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and SCORE study. Behind any good small business retirement plan health is ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

Learn how independent financial advisors operate.

If you run a small business, there’s already a lot on your plate. You’re in charge of managing employees, overseeing marketing campaigns and delivering services to your customers. But who keeps an eye ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

“Make hay while the sun shines”: The old expression refers to taking advantage of favorable conditions to prosper. And with markets poised for a third year of strong gains, it applies very well to ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

Financial advisers are working with fewer asset managers, with ease of use and multi-channel digital capabilities among the differentiators, according to J.D. Power surveying. When it comes to ...