USA TODAY will publish its fourth annual list of the best US financial advisors in April and invites readers to help determine the top firms.

Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable ...

Equitable will bring Stifel’s 110 advisors to its wealth business, adding heft to its already fastest-growing segment.

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

Which Is Best?

Rolling over a 401(k), IRA or similar plan can hit you with hidden fees, tax penalties, loss of investment options and other protections. If you ask 10 financial advisers how and where you should ...

C harles Schwab’s annual conference for registered investment advisors is one of the industry’s largest, and it gives Rick ...

Fast Company spoke with Fahad Hassan, CEO of wealth management platform Range, about what makes its new robo-advisor ...

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and psychographic data and come up with lists of new prospects at extraordinary speed.

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 ...