Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' ...

Southern California-Based Agency Joins the Nation's Largest Independently Owned Life Insurance Marketing Organization ...

Zweig cited as a source Mark Ambruster, chief executive of Armbruster Capital Management, a financial adviser in New York state. His firm manages approximately $900 million in assets, mainly for ...

If your home has been damaged, file a homeowner's insurance claim as soon as possible, says Mitch Freedman, founder of MFAC Financial Advisors in Westlake Village, California. “Particularly when the ...

The best financial advisors follow the fiduciary rules, meaning they operate in clients' best interest, and are fee-only. SoFi members who enroll in SoFi Plus with Direct Deposit or by paying the ...

In a world of volatile markets and ever-changing regulation, having a financial adviser in your corner could be a shrewd move to protect your finances and ensure that you have enough money for a ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.

Final numbers are in for the 2024 calendar year, showing the financial planning (holistic advice) business model saw the largest growth in terms of new licensees. According to Wealth Data, financial ...

GlobalData has named the top financial advisers for mergers and acquisitions in the retail sector during 2024, with JP Morgan and Performance Brokerage Services coming out on top. According to ...

PHOENIX – A longtime Mesa financial adviser has been punished for spending a client’s money on personal expenses, regulators announced last week. The Arizona Corporation Commission (ACC ...

In addition to this, the ASA has launched a financial adviser directory, creating pathways for partnership between advisers and the association in each state, giving ASA members the opportunity to ...