Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Some $14 trillion is expected to change hands as baby boomer entrepreneurs ...

Financial advisors striving to grow their practice face a range of challenges. One of the most important is crafting an effective value proposition that will set an advisor apart from the competition.

Americans who work with a financial advisor have more advantages than those who don’t, according to a recent Northwestern Mutual study. For example, they expect to retire two years earlier than those ...