For years, I’ve worked with Investor Protection Trust to educate consumers about how to avoid bad financial advice. The first ...

Let’s say you’re a surgeon, married, in your late 40s and your household brings in a tidy $573,000 each year. Considering ...

Every financial adviser is thoroughly trained to look, sound, and act in a way that's likely to give investors a warm and fuzzy feeling. In 1966, when I went into the brokerage business (I left ...

If the upcoming election has you stressed out, you're not alone. According to the American Psychological Association, the election is the leading cause of stress for seven in 10 Americans.

Corey Wastle, chief executive of Melbourne-based financial advice firm Verse Wealth, hopes secondary school students are ...

Every financial adviser is thoroughly trained to look, sound, and act in a way that's likely to give investors a warm and fuzzy feeling. In 1966, when I went into the brokerage business (I left ...

Discover key differences between fiduciary advisors brokers, how CFP professionals uphold client-centered standards, and what to verify when choosing an advisor.

The marketing that some financial advisers use to attract clients can be misleading. Make sure you don’t fall for their "trustwashing," writes Intelligent Investor columnist Jason Zweig. Read more her ...

October was National Financial Planning Month and officials with United Bank and Hall Financial Services are telling people ...