The Latest

Zor Gorelov is a senior advisor at Klaros Group, where he focuses on helping clients deploy and manage technology solutions, with a particular focus on generative AI. He is a successful entrepreneur with more than 25 years of experience in the software industry.

Monica McCorkle, Director of Health Coaching and Nutrition Health Services with Marathon Health has been in the prevention, health and wellness field for most of her adult life.  As a registered dietitian nutritionist, certified diabetes care and education specialist, and nationally board-certified health and wellness coach with extensive leadership experience, she provides support and subject matter expertise for Marathon Health's wellness coaching team, as well as the RDN/HWC LevelUp, Weight Management and Diabetes Management products.

An industry recruiter notes that many wealth managers who switch firms receive money from their new employer to cover forfeited deferred compensation.

Vanguard found that baby boomers' retirement outlook has improved, and here's why.

Chris Stephenson is managing director of intelligent automation and AI at alliantgroup and was previously a managing principal at Grant Thornton. He uses his 25+ years of entrepreneurial and consultative experience across various sectors to help small and midsized businesses implement the latest AI solutions.

Cara Houser is a career transition coach, and author of Burned Out to Lit Up: Ditch the Grind and Reclaim Your Life.

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.

Survey results suggest alternative investments like private equity and private credit are already popular among advisors and becoming only more popular.

Residents with high earnings in these 20 states get a bigger break on their taxes, paying a smaller percentage of their income.