Financial Advisors

These10 advisors are redefining what it means to serve clients and communities.

Financial Planning Rising Star Chukwudi Uraih of Lampados Financial Group helps first-generation professionals and immigrants navigate growing wealth.

Financial Planning Rising Star Marigny deMauriac of deMauriac draws on a counseling background to help women navigate divorce, loss and financial change.

Financial Planning Rising Star Cristina Wiebelt-Smith of Gertsema Wealth Advisors left tax season behind for a career centered on planning and service.

Gabbi Cerezo swapped lesson plans for financial plans, bringing teachers' instincts to a client base of educators and government employees.

Asked by his own mentor to give back as soon as he could, the Edward Jones advisor has made it a serious mission in his early career.

Financial Planning Rising Star Uziel Gomez of Primeros Financial built his practice around first-generation wealth builders often overlooked by traditional firms.

Financial Planning Rising Star Victoria Tejeda of Modera Wealth Management is building community through financial education and outreach to women.

Financial Planning Rising Star Sydney Woodward of YeskeBuie has expanded pro bono planning and financial literacy efforts for underserved communities.

Financial Planning Rising Star Patrick Yaghoobians of Noor Financial Services is expanding access to advice through education, service and community outreach.

Financial Planning Rising Star Kelly Guadagnino of Modera Wealth Management is helping young professionals learn to build and manage growing wealth.

The Securities and Exchange Commission proposal would eliminate a ban on investment advisors receiving government contracts within two years of making political contributions. The agency says existing laws can address pay-to-play conflicts of interest.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

Clients may be wary of younger financial advisors, but firms can build strategies to allay those concerns and foster their talent.

Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.

Financial advisors considering a career move may not need a recruiter, but the right one can open doors to more firms, negotiate compensation and help manage the transition.

It's that time of year again! Here's how to nominate a colleague — or yourself — for Financial Planning's annual Rising Star awards.

Seeing a pattern of stop-and-go federal support, financial advisors clamored for a chance to ask questions about what President Donald Trump's agenda means for municipal budgets and the bonds tied to them.

An extremely large proportion of people trust AI with financial information and guidance, probably more than they should.