Outside of investment returns, here are three things people often neglect but should discuss with their financial advisor ...

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an ...

Despite the common expert suggestion that people save roughly 10% to 15% of their gross income, with adjustments when their financial situation changes, Lee’s wealthier clients aim higher ...

LPL Financial LLC is expanding its high-net-worth services by introducing new business planning tools aimed at assisting financial advisors in supporting CEO clients and business founders.

Hiring a financial advisor is something a lot of people don’t think to do. But in reality, it could be an important step ...

Between tariffs, a sinking Canadian dollar, a potential recession and the inching toward an upended world order, it’s little wonder many Canadians are feeling jittery about big financial decisions ...

Penny Phillips, founder of Journey Strategic Wealth, outlines the pitfalls and flaws in advisors' segmentation and client service ... positions across the financial services industry, including ...

Client satisfaction with financial advisors runs above 80%, and nearly two-thirds of unadvised investors are willing to pay for advice. Yet advisors still struggle with client acquisition. The reason ...

Elite wealth planning teams best serve their clients by playing effective defense on a variety of fronts that are beyond ...

LPL offers a range of specialized planning services tailored to address the complex needs of high-net-worth and ultra-high-net-worth clients, including: LPL Financial Holdings Inc. (Nasdaq ...

But many financial advisors will take on clients who have very little money and who make little money. Advisors in this category actually want to help people. And guess what? If you hire a ...

Tax filing has historically been a fragmented process disconnected from broader financial planning, forcing clients to pursue standalone tax services. Compound is changing that by embedding tax ...