As Generation X nears retirement age, and Generations Y and X near their peak earning years, financial advisors are beginning to face a generational shift in their serviceable market. Each generation ...

Tax-law changes mean that some wealthy taxpayers should make charitable gifts this year, but others may want to wait. From strategic charitable giving to well-timed Roth conversions to fully ...

Financial planners are spending more time discussing supposedly non-financial topics with clients, and they're seeking more training in psychology, according to a new study. Processing Content ...

eMoney Advisor has released an updated version of its Needs Analysis feature, a lightweight planning tool designed to help advisors initiate single-goal financial conversations with clients and ...

NTID Alumni Relations will host an informative webinar “Financial Planning,” presented by Deaf financial representative Amanda Borgeson and her partner Jerome Bentley, on Thursday, January 30, 2025, ...

Discover the best college majors for aspiring financial advisors. Learn how degrees in business, economics, or psychology can shape a successful financial advisory career.

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

The certified financial planner (CFP) designation is widely recognized by many professionals and considered to be the gold standard in financial planning. Advisors have to meet rigorous education, ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...