Managing money can be a tricky task, whether you're just trying to set a budget or set yourself up for retirement.

"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

But 2025 is the year he has decided to take the independent route and launch Strodtman Wealth Management by partnering with ...

The advent of technology has dramatically altered many industries, including financial advisory services. While some feared ...

Many of my female clients come to me feeling intimidated by investing. It's understandable—our industry is often filled with ...

The type of advisor that is better for you depends on what your financial needs are. For core investing and planning advice, ...

The right advisor adds value by providing education, strategic planning, emotional support—money is always ...

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

There was a time when I didn’t think I needed a financial advisor. For one thing, I’m not a stranger to investing. I’ve ...

Steve Lewit, Financial advisor and President of SGL Financial, appeared on the WGN Evening News to talk about how to navigate ...