Chelsea Emery

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?

A good software tool can be hard to find. Our annual Tech Survey can help.

The board will release new proposed revisions and seeks additional public comments.

Young people learn about credit cards, compound interest, the wide world of finance — and how advisors can help.

Advisors must always be ready to reach out following natural disasters.

How Hurricane Harvey and mentoring efforts helped two advisors reframe their thinking about their industry and themselves.

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

Advisors' best practices for aiding clients affected by natural disasters.