Advisers often talk about ‘falling into’ financial advice, or their role being a ‘happy accident’. But what is it about the ...

Hiring a financial advisor is something a lot of people don’t think to do. But in reality, it could be an important step ...

“People often envision financial advisors as guardians of wealth, primarily focused on investments and savings,” said Mains. “However, my role — and indeed the role of any insightful ...

I’ve been using a financial advisor since about my mid-30s. And frankly, I probably should’ve gotten myself one sooner. To be ...

Managing money can be a tricky task, whether you're just trying to set a budget or set yourself up for retirement.

The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...

Affiliated Advisors aims to recruit, retain and advance wealth management professionals with resources aimed at three ...

With fresh signs of momentum for wealth management dealmaking amid the ongoing need for succession planning, financial advisors' pay is becoming critical to M&A strategy. M&A dealmakers have seen ...

Although there has historically been a distinction between the two professions, the role of a financial coach can be encapsulated by a financial advisor if the advisor is able to devote ample time ...

But 2025 is the year he has decided to take the independent route and launch Strodtman Wealth Management by partnering with ...