Amanda Chen was a 2025 summer intern for Financial Planning through the Dow Jones News Fund.
She was entering her fourth year at New York University, studying journalism and international relations. She has interned at WNYC/Gothamist and served as a deputy news editor at NYU's student newspaper, where she led the coverage of attacks on higher education.
Also this week, both Arax Investment Partners and Aspen Standard Wealth add RIAs with $1B in AUM.
Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.
Being a financial advisor with ADHD comes with challenges. But it can also lead to positive change.
So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.
As advisors continue to exit UBS for rival firms Merrill, Ameriprise and Raymond James, EP Wealth completed a major acquisition.
Working with disabled clients is more than setting up ABLE accounts and special needs trust. It's also important to know how to communicate with them.
Citi's wealth division was a relative bright spot in the bank's second quarter earnings report, with revenue up amid turbulent market conditions.
Looking forward to not answering client phone calls? Here's how to make it happen.
Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.
Some retirees have saved all their lives and want to live a little. Or a lot.