A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.

Financial institutions are missing an important element of providing an effective service for clients from diverse backgrounds. Edward Jones asked attendees at its Diversity, Equity, and Inclusion ...

Financial advisers have long recognized that some of the most significant opportunities for growth arise when clients ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

78% of Black, 77% of Hispanic and 69% of Asian Americans would like to discuss the possibility of “unexpected, large expenses to pay for (e.g. damage to home, replace major appliance, need a new ...

Brie emphasizes that the key to success in wealth management is understanding the diverse needs of different investor segments. This involves not only understanding their financial goals, but also ...

The approach needs to be different for each client who has unusual financial trajectories, Meola said. “The younger generation is a ‘right now’ generation,” she said. The advisor’s job ...

The Bucket Plan is more than just a financial planning tool; it's a way to demystify the planning process for clients, ensuring they are engaged, informed, and confident about their financial future.

3. Finding A Specialized Financial Planner. Studies have shown that 90% of financial planners focus on what we call the "Grow, Grow, Grow" era of life, helping you, well, grow your money.

Despite a slight decline in recent years, divorce rates still hover around 40% in the U.S., with over 670,000 divorces or annulments recorded across the country in 2022 alone. That means financial ...

This chaos presents an opportunity for financial professionals to show their value. Clients who engage with financial professionals need a chief financial officer for their lives.

Planning for caregiving involves immediate and future financial implications along with tax considerations and documentation. Preparing for eventual life needs provides clients and their caregivers ...