Travel insurance has changed over the past decade, and with it, the role of the travel advisor has evolved. The health and well-being of customers have always been top-of-mind but doing it well in the ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

・Financial advisors help investors with personalized strategies for investment management, retirement planning, tax optimization, and more. ・They tailor portfolios based on individual goals, risk ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

When I first started as a financial advisor, I thought I’d be doing one thing: helping people manage their money. I pictured myself sitting with clients, discussing savings, investments, and ...

In April, markets briefly entered bear market territory, with the S&P 500 down more than 20% in what was one of the fastest selloffs in U.S history — and putting investor sentiment at its lowest point ...

ARLINGTON, Va.--(BUSINESS WIRE)--The National Association of Insurance and Financial Advisors (NAIFA), which empowers financial professionals and consumers through world-class advocacy, education and ...

With fresh signs of momentum for wealth management dealmaking amid the ongoing need for succession planning, financial advisors' pay is becoming critical to M&A strategy. M&A dealmakers have seen "a ...

VestGen Wealth Partners, a wealth management firm launched late last year with 10 financial advisory practices and $5.3 billion in assets, has hired Rob Bondiman as national head of advisors and Matt ...

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...