by
Juliette Fairley
The demand for financial wellness programs by employees is leading to a new avenue of work for advisors, including full-time positions at major corporations.
by Juliette Fairley
More financial advisors are inquiring about their rights in probate court because some elderly clients are grappling with potential management of their assets by court-appointed guardians.
by Juliette Fairley
Privateer Holdings raised $7 million in Series A capital last year and has officially launched Series B financing to raise $50 million.
by
Juliette Fairley
When it comes to long-term care insurance applicants, family medical history is becoming a bigger part of the equation.
by
Juliette Fairley
Nationally, only 31 percent of women use a financial professional, down from 48 percent in 2008, according to a Prudential study.
by
Juliette Fairley
While some investors and financial advisors have fled the stock market, Voya U.S. Investment Management advises staying benchmarked in stocks.
by
Juliette Fairley
Private equity firms invested more than $443 billion in U.S.-based companies last year, with Texas receiving more than any other state.
by
Juliette Fairley
Country clubs, golf resorts and other leisure industries that cater to the rich are still hurting from the 2008 financial crisis, industry watchers say.
by Juliette Fairley
Sustainable investing has grown significantly since 2005, but it’s still not a front-burner issue with many financial advisors.
by
Juliette Fairley
A CFP Board study finds that women are underrepresented in the industry because firms are not committed to women at the highest levels, there aren't enough women role models and women don't advocate...
