The name of the firm signals how she aims for the firm to be something more than a financial advisory company to women who ...

Does the average person really need a financial advisor? The common perception is that financial advisors are for wealth ...

Public and private student loans are consolidated differently. A financial planner says to keep these tips in mind.

The Anya Institute for Human Revolution aims to help advisors bring clients a more enlightened approach to financial planning.

Following a landmark legal settlement last year with the National Collegiate Athletic Association (NCAA), many student ...

In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...

Wisdom comes in all shapes and sizes, but not all of it is true, especially when it comes to these seven retirement financial ...

Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you ...

Levanti most recently was with Economic Development Commission. She continues to operate a marketing consulting firm, 72 Mile ...

FINRA Small Firm Advisory Board. His focus is on breaking down complex financial topics so readers can make informed decisions. He has been featured by CNBC, Fox Business, Bloomberg, and MarketWatch.

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...