Financial wellness

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

Peace of mind, a comfortable life, happiness and gratitude are top wealth motivators, according to a new survey.

The platform provider is pushing the concept hard, but early reviews are mixed.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.

Two planners spell out the common psychological biases that prevent clients from maximizing their benefits.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

A new model of holistic financial advice is coming on the scene.