But multiple studies have found that as many as 70% of them may switch advisors when they assume control of the family wealth. In reality, the percentage of women who fire their advisors is higher ...

Acclaimed coach Gene Pingatore dies at 83: Gene Pingatore, the winningest boys' basketball coach in Illinois history who gained national attention when he appeared in the 1994 documentary "Hoop ...

Key Points The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t ...

In a survey of affluent investors, Cerulli found that 70% of individuals who believe their financial advisors are consistently obligated to act as fiduciaries report being satisfied with their ...

Hiring a financial advisor is supposed to be one of the signs that you have “won at capitalism”, but there is a growing movement of investors and rich people who adamantly advise against ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Straddling multiple worlds, Robert Levitt is a most unusual financial advisor. An American citizen, he’s a fluent French speaker who lives on the French Riviera catering to an American ...

Financial advisors asked about the material value they could add to a client's wealth through their services can increasingly answer that question with specific figures. An advisor's mix of ...

Financial advisors help you manage your money and prepare for your financial future. They can earn advisory fees or commissions on the products they sell. Robo-advisors are a low-cost alternative ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water ...

But simply seeing a lot of black on your statements doesn’t necessarily mean your financial advisor is doing a good job. You have to compare their results to something as a benchmark ...

Arthur Pingatore 1926-2019 Oakland Son of Rose and Ed Pingatore, Married to Frances Pingatore, who passed away in 2004. Survived by his brother James, his children, Victoria (Rick) Edward (Nena ...