From helping clients regain a sense of financial control to locating held-away retirement accounts, Pontera details the key roles filled by financial advisers.

Many Americans steer clear of the uneasy feeling that can arise from checking their financial accounts. According to new ...

Financial advisors hear a lot of tough questions, but few weigh as heavily as those starting with “Is it too late?” These ...

Financial advisors hear a lot of questions, but some personal money questions are so surprising that they make even seasoned ...

Get clarity on the four percent rule and how financial advisors build sustainable withdrawal plans. Learn how to protect your nest egg while still enjoying your retirement years.

The hardest part of working with a financial advisor is sometimes knowing what to say when you sit down across the table or ...

Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows ...

If you want to grow your practice, building a high-converting sales funnel is a skill that’s worth developing. Developing ...

The Race Toward Retirement Retirement confidence in Australia is inching upward, but concerns remain. A 2025 survey found that 33% of Australians feel optimistic about retirement, up from just 24% in ...

Americans approaching retirement are often advised to wait until this age to collect Social Security to receive the highest payouts, but surprisingly few people are planning to wait that long.

CDs are a popular choice for retirees that are seeking safe returns. Learn what financial advisors want you to know before ...

Most inherited wealth over the next decade is going to a new wealth manager and that's got next-gen advisors ready to show ...