Some planners have their doubts. "I used to set hard and fast goals for the new year," said Jay Zigmont, founder of Childfree Wealth in Mount Juliet, Tennessee. "The problem is that we rarely hit ...

Successful wealth planning involves a healthy mixture of assessing ... Whether you’re looking for a new wealth advisor or thinking about taking a more hands-on approach, it’s important to ...

and a new firm helmed by industry veterans is launching to help with the succession challenge many small practices are facing as their founders approach retirement. VestGen Wealth Partners says it ...

As firms enter a new year, many think about growth ... Hannah Moore is President of Guiding Wealth and Founder of Amplified Planning.

Large national broker-dealers are minting new CFP certificants at a blistering ... include Ameriprise, Merrill Wealth Management and LPL Financial, the CFP Board said. “As the standard in financial ...