A financial advisor who specializes in working with women can help create strategies tailored to the financial challenges that many women experience. From balancing caregiving responsibilities and ...

The idea behind a financial hierarchy of needs in retirement isn’t about rigid rules—it’s about intentionality. It offers a ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

The purchase of Apexium Financial is United Capital’s second acquisition of the year, and more are in the pipeline.

The American College of Financial Services is giving advisors and planners a new way to further their education online. On Tuesday, the nonprofit organization announced Knowledge Hub+, a learning ...