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Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

WiserAdvisor, a well-known referral-generation platform for advisory firms, announced it acquired Indyfin on Wednesday. The mission of the combined firms is to help advisors in building credibility ...

TROY, Mich.: 30 April 2024 — After experiencing year-over-year slumps last year, overall satisfaction rebounds across the three segments examined in the J.D. Power 2024 U.S. Aftermarket Service Index ...