As we reach peak summer vacation season, some advisors are traveling to clients’ second homes to help keep their ...

InvestCloud announced the rollout of Intelligent Screening and Intelligent Meeting, the first in a planned series of ...

Understanding client motivations is key to a successful client-financial advisor relationship, explains Meghaan Lurtz, a ...

Halo Invest has announced the official launch of its Adviser Gateway platform following approval from the Financial Conduct ...

The Authority Trust Gap is that maddening disconnect between how good you are and how good the market thinks you are.

Financial marketing firms help independent advisors find new clients by using smart online strategies. They use data to spot ...

Robo-advisors are automated investment platforms that use machine learning and algorithms to build and manage portfolios ...

The right financial advisor can help the leaders of a growing business make smarter decisions and stay resilient in the face of change.

Understand the costs of hiring a financial advisor, including fee structures like AUM, hourly, flat and commission-based models.

By implementing a research and vetting process that reviews advisors nationwide, Top 10 Financial Planner seeks to present a curated selection of practitioners.

When Joel Cundick, financial advisor, CFP, AIF, and member-owner at Savant Wealth Management, advises clients who want to retire early, he tells them to do a “trial run” of retirement.