The definition of financial independence is a little different for everyone. Here’s what financial advisors say.

Luxfer Holdings said it has completed the divestiture of its Graphic Arts business to Vulcan Metals Specialty Products, a newly created affiliate of TerraMar Capital, in a deal with undisclosed terms.

Key takeawaysThe term “financial advisor” isn’t regulated, so it’s important to be careful about who you take advice from.While credentials can be a good starting point for choosing a financial ...

Prudential's Jordan Toma is no "Finfluencer," but he is a registered financial advisor with four million social media ...

As AI-powered tools to manage personal finances grow ever-more popular, experts warn that they are not yet reliable enough to handle your investment decisions.

While most first-generation advisors are unprepared to make the succession handoff, next-gen advisors are growing frustrated enough to leave.

Annual deliverables with client-friendly graphics and detailed strategy narratives that reinforce advisor value-add. Post-meeting briefs that keep clients engaged with concise strategy recaps.