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Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.

John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.

A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.

When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.

John Wittelsberger is a financial advisor at Armstrong, Fleming & Moore. Prior to joining AFM in 2014, he interned with RBC Wealth Management in Maryland. He is a Certified Financial Planner.

David Naffis is the founder and CEO of Adwave. A serial ad tech entrepreneur, David previously co-founded VideoByte (acquired by Kargo, 2023) and Remixd (sold to Global UK/DAX US). In 2014, he served as a Presidential Innovation Fellow applying AI to National Archives documents. He founded Adwave to bring TV's credibility advantage to Main Street businesses that couldn't previously afford it.

The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.

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