As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

Aside from significant purchasing power -- the wealthy have another secret weapon in their financial arsenal: sage advice ...

Morgan Christiansen, VP of Distribution at The Pinnacle Group, explores the evolving role of insurance in financial planning ...

That’s an issue the wealth management industry is going to need to address ... and when we asked if they would rather manage ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

Editorial Note: Blueprint may earn a commission from affiliate partner links featured here on our site. This commission does not influence our editors' opinions or evaluations. Please view our ...

Mutual funds have generally been fading in popularity while ETFs have been ascending. But financial advisors typically see ...

Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.

Advisors who have experience working with women clients ... Laura Cuber, wealth advisor at Bartlett Wealth Management in ...