As was the case this year, President Donald Trump is poised to shape many of the priorities for wealth management and the broader financial system in 2026. His administration is signaling shifts on ...

Encountering a great idea can change the way financial advisors work, think and grow. Often, these ideas come from books, so we asked advisors to share the titles that motivated or inspired them in ...

A terminal diagnosis dramatically changes financial planning needs. Learn why speaking to your financial adviser early is ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

NEW YORK, Dec. 11, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced today that it has ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

For decades, estate planning has carried a reputation for exclusivity; expensive, opaque, and primarily designed for the wealthy. But technology, and especially AI, is dismantling those barriers. “For ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. This month, I spoke with a 52-year-old who was fed up with ...

You cannot structure real financial goals until you answer one question: “What future life am I actually trying to create?” ...

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