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

Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while ...

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 ...

In both channels, advisors use the Ameriprise brand to provide financial planning and advisory services to clients. Ameriprise has been increasing its market share in both client assets and ...

When financial advisors embrace diversity, firms and clients both win. Understanding and embracing diversity is at the core of Prudential Advisors' approach to its relationship with clients.

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 ...

Ameriprise Financial ... Ameriprise advisors, accusing them of taking thousands of pages of documents containing confidential information and improperly soliciting their clients as they moved ...

Financial advisors are often encouraged to be better listeners. Less discussed is the importance of asking the right ...

Hurricanes are a reality of living along the Florida coast, but some clients are unaware of the impact severe weather has on their financial assets when first investing in the area. One way that ...