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Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.

Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

Cary Carbonaro is an award-winning certified financial planner with over 25 years of experience.

She is the managing wealth advisor and the women and wealth ambassador at Ashton Thomas, where she leads a financial planning practice focused on empowering women. Cary is the bestselling author of "The Money Queen's Guide" (2015) and the just-published "Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune" (2025). She has been on Investopedia's Top 100 Financial Advisors list six times and is the first female member of the 2024 Nasdaq Advisor Council. 

Experts say it's not just about cold, hard numbers. Knowing client expectations can also make or break any potential deal.

Thomas W. Warsop III is the president and CEO of ACI Worldwide.

A judge found that the alleged victims of a scam run by a now-disgraced representative of Oppenheimer furnished no evidence of having direct ties to the firm.

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.