New independent wealth firm also specializes in helping women in transition.
Plans now have until 2026 to add Roth accounts that will allow high earners to make catch-up contributions.
Advisors say they're constantly forced to educate clients about the dangers of outlasting their money, no matter their age.
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
Although 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch.
And millions of Americans are set to delay retirement, according to a new survey.
Just 1 in 10 say they are living their version of financial freedom.
CFP Board research shows that it’s not just younger generations that are open to AI-generated advice.
Accessing retirement savings can be helpful for a subset of potential buyers, but there are some important caveats.
'I want our industry to think big,' Brad Genser says.
Decision strikes blow against online brokerage Robinhood but is hailed as a 'Fenway Park Red Sox grand slam home run' by fiduciary advocate.
Some Wells Fargo Advisors clients never got promised discounts, according to the regulator.
The Republican presidential candidate has blamed her own party for its role in driving federal debt.
Susan Collins said she is surprised the economy has remained so resilient.
Raymond James poll reveals the priorities of handling intergenerational wealth transfers.
A brokerage and a rep, both targets of Finra disciplinary actions, have filed suits questioning the regulator’s constitutionality.
How one Summit Financial advisor plans to use Pontera to manage clients' held-away assets.
LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.
Asset manager under fire as it tries to repair post Epstein damage.
Concern is rising among pre-retirees and younger, but more are getting professional help.
