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Juan Carlos Rosario is a CFP® and President of Apex Wealth Management Group, an independent Wealth Management firm based in California. At its core, financial planning is not just about accumulating ...

A well-structured financial plan is the foundation of long-term financial security. Research shows that individuals who ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

The work of a financial advisor takes a great deal of patience and curiosity. To create the most effective financial plan, it’s important to learn as much as you can about your client’s finances and ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Today’s financial environment has many clients in “reaction mode”—adapting to the ever-changing landscape. In my recent conversations, many of my clients want to know how to manage the impact of ...

The need for comprehensive financial planning is on the rise across households – and advisors have a long way to go to catch up with that demand. That's the call to action from a Cerulli white paper ...

SAN FRANCISCO--(BUSINESS WIRE)--NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...