Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...

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Venture Visionary Partners thinks that a futuristic Lab—and a little help from AI—can redefine the client-advisor ...

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Many individuals hesitate to engage a financial advisor because they believe they don't have enough assets. Historically, this concern was valid. Advisors often prioritized high-net-worth clients ...

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Following these steps in order can help ensure you don't end up breaking any rules or having to redo your work.

Foundation for Financial Planning (FFP), the nation's leading 501 (c) (3) nonprofit organization dedicated to expanding ...

More than three-quarters of planners believe AI will enhance client service, but call for more training and guidance.