Your financial advisor should help set you up for success, but they're also human. This means scheduling meetings on certain ...

Advisors who volunteer their time say they are better able to relate to clients when they actively listen, avoid assumptions ...

The planning time horizon is one of the most critical inputs for financial planners’ projections, and getting it wrong can be ...

Planners who can read nonverbal emotional cues are better able to recognize when a client is anxious and respond with empathy ...

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...

Estate and legacy planning will require a new paradigm from the legal and planning community to assist their clients in a ...

CFPs focus on long-term financial planning, while CFAs hone in on investment tools and valuing assets. CFPs usually work ...

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

Looking for a trustworthy advisor who's worked with high-net-worth clients? Here are some practical steps to take.

Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 ...

Those looking to retire in another country are worried about losing access to Canada’s health care system. They’re also ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...