Krisann Valdez paid off her $150,000 mortgage six years ago. She says the peace of mind is great but regrets not putting more ...

The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.

To find new advisors, wealth management firms are considering administrative, customer-service, and operations professionals.

How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...

Avoid these common banking mistakes that cost you money — expert tips on retirement, savings accounts, and optimizing your ...

Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.

With $46 trillion set to land in millennial heirs' hands, high-net-worth advisors must keep education and purpose in mind as ...

Prudential executives Jessica Wietmarschen and Keita Cline explain how financial advisors can support and build trust with ...

Orion surveys reveal how advisors' tech investments could be a make-or-break factor for retaining millennial clients.