The advisor assumed it could wait because it wasn’t a pressing matter. But when he heard the edge in the client’s voice, he knew he had been mistaken.

Mother’s Day is this weekend, and it got us thinking about all the financial advisors who are doing that important work and raising kids at the same time. It is to the industry’s credit that ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

If BlackRock’s model portfolios make private market investments the norm, financial advisors may need to rethink their strategies to remain competitive. The global economy is currently facing ...

Barbie and Colm Dillane, a.k.a. KidSuper, have collaborated on a new take on the Ken doll. As longtime KidSuper appreciators will note, the Barbie Styled by KidSuper Ken doll takes inspiration ...

How many phases is that? Bolstered by the success of the Barbie movie, Mattel is ready to turn all its toys into tales for the young and old. And while nostalgia is on their side, to a degree ...

To find opportunities and stand out from the competition, financial advisors need to stay informed on the evolving industry. When you have a deeper understanding of how to invest in AI ...

Loyal Theorists, we have found the Simpon’s hometown of Springfield; we’ve even found Peter Pan’s Neverland. But WHERE in the ...

Ken Morris. (Provided ... And it’s a good strategy for the long run. So, if the financial markets have you nervous, I suggest you talk to your advisor. Whatever direction they flow, I’m ...

Across Baby Boomers, Gen Xers and Millennials, wealthy individuals identified financial advisors as their primary resource to consult about inheritances. To help wealthy families navigate these ...

"Appetite continues to grow among financial advisors and their clients for investment opportunities in professional sports teams," said Steve Houston, managing director and co-head of iCapital ...

In November, a Financial Industry Regulatory Authority panel imposed a $9.7 million penalty on RBC Wealth Management after finding it had discriminated against a former advisor "because of her age ...