Financial Planning

I watched a financial advisor accept an AI-generated summary of a client's estate situation without first reading the source documents...

The first half of 2026 has seen significant headline-driven market uncertainty, from geopolitical events to inflation risk. Given the level...

Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than...

Operating profit margins have hit a 10-year high for advisory practices, while organic growth rates have dropped to a 10-year...

In its bid to retain client assets and advisors from its acquisition of Commonwealth Financial Network, LPL Financial has secured...

With 6 kids and the ever-increasing price of groceries, I’ve learned a lot over the years about how to save...

Wyndham Rewards is an expansive loyalty program covering more than two dozen brands across more than 8,000 hotels in almost...

Pump prices started rising soon after the U.S. began airstrikes in Iran this year. But the price per gallon is...

Welcome everyone! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Shane...

    Ramit Sethi of I Will Teach You To Be Rich talks to Lauren and Mick, a married...