For the last five years, Rathbun has served as the chief investment officer for CBIZ Inc.'s investment advisory segment. But ...

The bill will eliminate Grad Plus Loans for graduate students and will put limits on borrowing for everyone, from parents to ...

Two companies, a major New York City-based bank and a smaller California wealth management firm, have promised to create more than 750 jobs combined in Charlotte.

The following are the four biggest challenges I wish clients would have admitted to me sooner.

During the 78-hour Independence Day holiday travel period, Georgia State Patrol troopers investigated eight fatal traffic ...

Two major victories for the travel advisor community were tucked inside the sweeping federal budget deal signed into law last ...

A woman is behind bars after Fort Lauderdale police say she and a financial advisor stole nearly $2.6 million from former ...

A Path to Financial Freedom Generating wealth for a comfortable retirement is a dream for millions, yet it requires more than ...

Former Miami Dolphins superstar safety Reshad Jones had over $2 million stolen, a local media outlets reports.

Don’t be shy about reaching out to other advisors,” says Ryan Moran, a Merrill Lynch Wealth Management advisor. “People want to help more than we think.” ...

Want to retire early? Financial advisors share the 3 key steps their most successful clients take to make it happen.

After years of writing about money, and talking to countless financial advisors, I finally sat down with one to discuss my ...