Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully ...

Artificial intelligence is transforming how travel advisors approach trip planning in 2026, offering powerful support for everything from destination exploration to risk anticipation. Yet while AI ...

The real edge in wealth management doesn’t come from trying to outsmart markets, but from coordinating sound advice and ensuring it’s actually carried out.

Choosing a financial advisor is one of the most important money-related decisions you can make, yet many people approach it ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

While IRAs still receive the majority of rollover dollars, the renewed appeal of employer-sponsored plans signals changing ...

While advisors were more active in advising on rollovers, they were left out of most of $1 trillion in money moves, according ...

Prosecutors say that the Ponzi scheme led by the financial advisor is likely the largest in Georgia history.

Whether a financial advisor wants to team up with another practitioner primarily comes down to how fast they want to grow and the extent they value autonomy. Processing Content Hiring another ...

Clockwise from top left: Brian Portnoy of Shaping Wealth, Hal Hershfield of UCLA's Anderson School of Management, Jason Pereira of Woodgate Financial, and Samantha Russell of FMG. The consensus: ...

Cambridge Investment Research, a national independent broker-dealer, has become a minority owner of The AmeriFlex Group, which will enable the firm to expand its succession planning tools for advisors ...