To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household ...

Red flags include pressure to invest quickly, secrecy demands, unlicensed status, or unsolicited cold calls. Irregular ...

Wondering if you can trust your financial advisor? Learn what red flags to watch for and how to choose a reliable, ...

CNW/ - Sun Life Canada has developed and launched a Notes Assistant tool powered by GenAI to efficiently and securely summarize Client meetings for advisors. This technology enables advisors to move ...

Certified financial planners and other wealth managers discuss the pros and cons of certificates of deposit and whether or ...

“When do I need to hire a financial advisor?” An advisor or planner is like a financial navigator, someone who helps you ...

The CFP Board Chair on What New Advisors Need to Know. CFP Board Chair Liz Miller, who founded her own planning firm, offers ideas on AI, fee models, and other big shifts facing the industry.

A financial advisor may be a CFP or hold other designations that demonstrate financial expertise. Because there isn’t a tidy definition, a financial advisor may not have that education, ...

Jason Perez is a financial advisor in Chatham, NJ, and has earned his CFP. He has been in practice for 15 years, the last 3 years at Wells Fargo Advisors.

Christopher Reedy is a financial advisor in San Diego, CA, and have earned their CFP. They have been in practice for 12 years, the last 1 months at Pure Financial Advisors LLC.