My partner and I paid off our mortgage early even though our financial advisor told us not to. Sometimes, I regret it.
Krisann Valdez paid off her $150,000 mortgage six years ago. She says the peace of mind is great, but she regrets not putting ...
It’s Trump 2.0. What Financial Advisors Are Telling Clients to Do Now.
The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.
South African Rugby Union to Appoint Adviser on Financial Health
The body that oversees the reigning rugby-union world champions, South Africa’s Springboks, will appoint an independent ...
Fresno financial advisor reacts to Trump's federal buyout deadline delay
The odds of a government shutdown are surging as President Trump battles Democrats over efforts to freeze funding and ...
4 Ways Financial Advisors Can Demonstrate Emotional Intelligence to Clients
Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...
I'm a Financial Advisor—Here's 3 Tips to Get Organized for Tax Season
How Hilary Hendershott, President and Chief Advisor of Hendershott Wealth Management, is talking her clients—and you—about ...
How to Find a High-Net-Worth Financial Advisor
Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.
Emily Standley Allard on MSN7h
Do You Really Need a Financial Advisor if You’re Not Rich? The Pros and Cons Explained
Does the average person really need a financial advisor? The common perception is that financial advisors are for wealth people. Here we explore the pros and cons of financial advisors for regular ...
Institutional Investor16h
The Untold Story of the Professor, Advisor, and University That Plan to Save Wealth Management
In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...
‘Countries like Hong Kong...’: Financial advisor calls for making capital gains tax 0%, triggers debate
His post sparked widespread discussion, with many agreeing with his stance. Some, however, proposed a more measured approach.
I’m retiring this year, my husband is disabled and ‘my situation is a bit complex.’ Oh, and I don’t like my financial planner. Now what?
MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...
Think Advisor2d
Prudential Advisors Wants Advisors to Focus on Clients’ Diversity
Prudential executives Jessica Wietmarschen and Keita Cline explain how financial advisors can support and build trust with ...