Wealth Enhancement reports that concentrated stock positions, while often a sign of success, carry significant risks such as ...

You don't need to be rich to get massive value from working with a financial advisor. New study reveals a nearly 5% value ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

Separately, Merit Financial Advisors, an Atlanta, Georgia-based national wealth management firm, completed its acquisition of ...

For our initial consultation with a financial planner, they are asking for documents that include mortgage debt and the worth ...

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the ...

“It’s 90% art,” says Harold Evensky, founder of Evensky & Katz, based in Lubbock, Texas and Coral gables, Fla. “The practice of the wealth manager is holistic and individually customized,” he adds, ...

Ivanna Hampton: Many investors work with a financial advisor to help them reach retirement or college savings goals, but the client-advisor relationship, like any relationship, may not last long.