Health and wellness

UBS Head of Sports and Entertainment Wale Ogunleye is sharing best practices for advisors who assist stars in managing their requests for financial support.

Black professionals say there’s a connection between closing the racial gap and fighting white supremacy that became even more clear after the horrific attack.

A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.

The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.

Inadequate financial literacy is a problem for the majority of Americans. Fintech CEO Uzrad Lew chats with EBN about solutions.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”

Certified financial therapy is riding the pandemic-induced convergence of financial wellness and mental health benefits.

Former consultant Sloane Ortel got the idea for the SRI startup from being a member of a food co-op in Brooklyn, New York.

(Bloomberg Opinion) — More than 100,000 people who used to work or live in New York State have received notices from the tax department questioning them about their whereabouts last year and asking why they paid less to the state than they have in years past.

With clients showing signs of anxiety during the pandemic, Kimberly Foss writes, now is the time to remind them why they came to us in the first place.

“I diverged from the generic ‘dialing for dollars’ path to advancement and set out to learn from entrepreneurs and leaders from books,” writes advisor Chip Munn.

From COBRA premiums to long-term care, there are surprising uses for funds in these tax-advantaged accounts.

Both have their allure, but astute advisors can sort out the best choice between low-cost and premium versions.

Some cash-strapped clients with high medical costs could really benefit from making this move.

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

The new relief plan has something for many taxpayers, including retirees and the recently unemployed.

The Internal Revenue Service issued its annual inflation adjustment Wednesday for health savings accounts for 2021, at a time when many taxpayers are worried about their health in the midst of the novel coronavirus pandemic.