Selecting the person or institution who will act as your trustee is one of the most important decisions you and your family members will make. For the task of managing your trust, it is natural to ...

A question for financial advisors: How do you become the financial professional consumers want? People consider multiple factors when choosing to work (or stay) with a financial professional. Advisors ...

Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of Labor took eight years to ...

Clients seek out advisors they can trust to be professional, competent, and effective. They want to know that their financial advisor is not only experienced but also highly knowledgeable in the areas ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

When donors, nonprofits, and professional advisors work together, resources move faster, solutions deepen, and our community ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to ...