For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Samyr Laine, managing partner at venture capital firm Freedom Trail Capital, also pointed to AI’s speed as a benefit. Also, ...

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

If your goal is to save for a down payment for a car in 2026, for example, she says the AI tool could help you break that ...

You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S. adults say they’re ...

Progress happens when we connect financial decisions to a clear vision of the life we want and then work backward to build it ...

Learn how independent financial advisors operate.

As 2025 comes to a close, many people are starting to think about resolutions, with setting financial goals for 2026 being a ...

Strategic planning is the process of identifying where you want your company to be in the future and then charting steps to get there. However, you can't get where you want to go unless you have the ...

Discover essential financial planning strategies for dementia and Alzheimer's care, including long-term care planning ...

Though the Olympic Games are the pinnacle of sport, they have the potential to wreak financial havoc on their host countries.