The executor of an estate plays a valuable role in not only overseeing a financial plan but also keeping peace in the family.
Wealth managers explain why they appreciate the tax and wealth transfer benefits of real estate even in the face of a raging bull market.
In honor of May being Military Appreciation Month, InvestmentNews spoke with service members turned financial advisors to learn the most valuable skills they carried over from their time in uniform.
A new study shows financial advisors are using and reusing the same marketing terms, making differentiation harder for clients.
College may be over after graduation, but student loans can stick around for a while. Wealth managers can educate clients and their kids about how to handle it.
Famed fund manager Ray Dalio made his case for stagflation on CNBC on Monday. But not all wealth managers agree with the market guru.
War, tariffs and a range of other matters are heightening investor anxiety. Here's how financial advisors are managing risk in a volatile economic environment.
Small-cap stocks took the baton from large-cap stocks about a year ago and some advisors don't see them giving it back anytime soon.
A new survey shows a high percentage of affluent women lack confidence in their investing judgement and would welcome an advisor's financial education.
Even when school lets out for summer kids should still be learning valuable lessons about money.
