The Gavin Team of Wealth Enhancement of Midland recently announced two new roles to enhance client relationships and address the needs of an expanding client base. Jeremy Shafer, CFP, is joining The ...

Earning and maintaining certifications requires a significant time investment. So why do advisors go through the trouble?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

The number of Americans living to 100 is expected to quadruple by 2054, yet most retirement plans aren't built for longer ...

Phoenix, Arizona / Storyteller / Jul 02, 2025 / Profound Financial, PLLC, is proud to celebrate 15 years of empowering ...

Women are about to inherit trillions of dollars of wealth — and have plenty of their own earned money to worry about, thank ...

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires ...

By 2030, women in the U.S. will control nearly five times more wealth than they did a decade ago. It’s creating big ...

“Our team has rebuilt ERP from the ground up, leveraging the latest in AI and modern architecture so finance teams can ...

Black-owned businesses face alarming closure rates without proper succession planning. Discover essential steps to protect ...

According to Cerulli, asset-based fees continue to dominate advisory fee models, with advisors last year earning an average ...

When hiring a financial adviser, ask these 10 questions to help you find the right person to manage your nest egg. After all, ...