Portfolio

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

The firm has touted its capabilities, lighter bureaucracy and corporate environment to new hires — factors that have helped lure in top talent.

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

In a cut throat market, the RIA can now offer cash for M&A deals.

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.

The high-profile industry personality is leaving Pinnacle Advisory Group after 17 years.

A time to buy or a warning to avoid timing markets?

“Find ways to generate income,” says one financial planner.

Finding the right collaborator changed my life.

Few clients think to look at the impact of capital gains on their mutual funds.