Wells Fargo advisor Jeff Germain sees himself and his team as problem solvers. When clients call, Germain and his team spring ...

Fact checked by Yarilet Perez The term "financial planner" evokes images of wealthy families in elegant mansions, supported ...

The J.P. Morgan Financial Center in Palm Beach is one of 14 that opened recently with the aim of catering to the needs of ...

A relatively small fraction of financial advisors can speak languages other than English, making multilingual planners a ...

Celebrating 25 years in business, OakWood Financial Services delivers holistic, client-focused wealth planning for clients.

Larry Sprung from Mitlin Financial explains his connection with the literary niche, why romance novelists don't fit into one ...

Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that ...

Special needs planning is less niche than people think and there are specific ways to navigate the conversation in a ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...