Fact checked by Vikki Velasquez Key Takeaways Among the most common financial mistakes, a scattered portfolio, old accounts, ...

In the first iteration of our "Ask An Expert" series, readers voted in our poll to ask an expert how they can be smarter with ...

Merit Financial Advisors says it has acquired Blueprint Wealth Advisors, a team of advisors previously with Commonwealth ...

Many items on the commission’s examination agenda for 2026, such as advisors’ fiduciary duty and AI, are familiar, but ...

A longtime Charlotte financial planning firm has committed to remaining independent amid industry consolidation and announced ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money ...

According to new research published by Amplified Planning and Schwab, mid-career entrants — often motivated by personal ...

The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...

The Duty of Care Rule is reshaping how financial professionals approach their work. It challenges advisors to move beyond ...

LPL executives have said they're well on the way to retaining 90% of the client assets they're seeking to bring over from ...

With New Year's resolutions on the rise, financial advisors are using the seasonal focus on money goals to engage clients and ...

Tax deductions sound appealing until you realize you’re spending a dollar to save 25 cents. Borrowing against your home to ...