Independent advisors can embrace the fi-borg wealth management model and help shape our industry's future.

The rodent with a plan. Visa Inc. is partnering with Marvel Comics to create a special issue of the popular comic book, Guardians of the Galaxy, centered on educating kids about money. The firm will distribute it to public libraries. Accordin...

The greatest motivator of today’s affluent is the fear of loss.

Client and prospect meetings need to include a review of the estate plan: Does it still work as expected? Is the trust funded? Have beneficiary designations been completed? Did any laws change? Have family or finances changed? How old are the...

Feeling vulnerable. | Artem_Furman/iStock/Thinkstock A surprising number of millennials have fallen victim to some sort of financial abuse, or "infidelity," perpetrated by their significant other, according to a new study by CentSai, an online...