Financial advisory firms that do not offer more holistic financial planning may find themselves on the outside looking in with clients as more investors are realizing the importance of financial ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, enhancing financial clarity and planning.

More than half (53%) of investors believe that having a written financial plan is important, up from 41% of retail investors as of year-end 2014, according to new research from Cerulli Associates and ...

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

Most Americans believe that to gain long-term financial security, seeking professional financial advice early between the ages of 25 and 39 is "highly important" or "critical." This is one of the ...

Financial planning for clergy and religious professionals involves the process of creating a long-term strategy for managing financial resources. This includes setting financial goals, creating a ...

SAN ANTONIO – For many, tax returns are the biggest financial boost people look forward to each year. But with the current economy, many are choosing to play it safe with those returns. Michelle ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. IRS Tax Attorney Steven A. Leahy of the Law ...

Lenox Advisors leaders say cultivating new talent for the financial sector starts with getting young people engaged with finances in their own lives. Interesting young people in a career as a ...

Life insurance may not be the most exciting financial product, but it’s one of the most crucial aspects of financial planning. Life insurance offers peace of mind by protecting your loved ones in the ...

No one gets married thinking they’ll one day get divorced. However, the reality is that 40%-50% of marriages end in divorce. The divorce rate is even higher for ...