Misconceptions about cost are keeping millions who need it most from seeking financial advice.

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing track was the clear choice.

Households working with professional financial advisors are demonstrating stronger financial stability, greater confidence in ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

There's no shortage of options in financial services today. A digitized and decentralized financial services sector has unlocked a wealth of new services to help individuals and families save, grow, ...

In today's dynamic financial landscape, finding unique ways to stand out is not just an advantage — it's a necessity. Part of succeeding involves keeping pace with industry trends, understanding your ...

We sometimes find inspiration in unexpected places. In recent years, my team’s extensive time spent on the racetracks and working with clients who drive there has led us to uncover a profound analogy ...

Celebrating 50 years of empowering independent financial professionals with the scale, innovation, and support to lead what's next.