Extreme weather and rising insurance premiums have bolstered the need for disaster planning. Advisors can help.

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...

In the 1999 comedy classic "Office Space," two management consultants, Bob Slydell and Bob Porter, are hired to make a company, Initech, run more efficiently, mainly by reducing employee head count.

Cetera welcomes long-time Commonwealth Financial Network advisor Christian R. Benard, CFP®, EA, AIF®, who brings his ...

When you’re choosing a financial advisor, it’s tempting to compare just one thing - fees. After all, that number is often ...

The CFP Board’s new guide for financial planners working with divorcing clients warns about conflicts of interest and says planners might need to scale back or end their relatio ...

Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows ...

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get ...

Clients who own a business can be lucrative for advisors. They have more assets and are more likely to pass on ...

You work hard now so that someday, you won’t have to. While you enjoy what you do, the siren song of early retirement is calling. Who could blame you? There’s a whole lot of the world to explore, ...

Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...