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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.

Senior officials are growing wary of how firms are trying to recoup revenue amid the "race to zero" commissions.

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

Finding the right collaborator changed my life.

Where some see unacceptable risk, others are eyeing bargain airplane tickets.

Financial institutions need to alert customers about emails or websites that pretend to offer important COVID-19 information but instead could end up stealing their account numbers or logins.

While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.