NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Fortis Capital Advisors today announced it has been named to Newsweek's America's Top Financial Advisory Firms for 2026, a recognition highlighting the firm's ...

After the U.S. captured Venezuelan leader Nicolás Maduro, and amid the Trump administration’s statements about Cuba and ...

Independent financial advisors often operate their own advisory firms or work with independent businesses as opposed to ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the ...

Discover five key questions that financial advisors should ask to understand client goals, assess risks, and build lasting relationships.

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

October is Financial Planning Awareness Month, an opportunity for advisors and wealth planners to engage with existing clients, attract prospects, and underscore the value of thoughtful financial ...

Learn how AUM, ARPC, and net profit margin can enhance your financial advisory firm's growth and performance for better client outcomes.

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Community Bank of Louisiana's investment program, Community Wealth Services, includes a team of four financial advisors and two support staff who help clients manage more than $300 million in combined ...