Pet ownership in the U.S. has jumped significantly over the past three decades. As of 2022, 70% of U.S. households (90.5 ...

The phrase "peace of mind" has appeared in so many commercials its meaning may be hard to discern, but investors rate it as the most important source of financial advisors' value to clients.

Nitin Tandon, the global chief information officer of Vanguard, says artificial intelligence is a perfect tool to address the natural imbalance between the millions of clients the investment ...

If 2025 ends strong, it will be the third straight year that the S&P 500 has notched double-digit gains. Not too shabby. But that has many advisors worried about valuations in the large-cap space, ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

DALLAS, Dec. 16, 2025 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors, today announced that ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

After making a fortune on Wall Street, he bought The Nation magazine and founded The New York Observer, which one writer called a “maypole of Manhattan gossip and intrigue.” By Sam Roberts Arthur L.

The National Association of Personal Financial Advisors is hardly the only association to pursue a diversity, equity and inclusion agenda. Late in the last decade, many industry organizations, ...

When Betsy Goldstein began divorce proceedings at age 53, she found herself confronting a complex web of tax forms, retirement accounts and housing deeds—financial matters she hadn’t bothered with ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...