Wellness

Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.

A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.

Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.

Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.

Financial advisors often place their own health behind that of others, but the firms who help them address it can get an edge in the fight for talent, experts say.

The program to coach Division I players on wealth management concepts comes as they navigate new layers of complexity from new sources of potential pay.

"The Four Money Bears: Berryville" will challenge fifth-graders or older children to run a successful business by building inventory and a loyal customer base.

An investor who began his career at Ameriprise collected profiles of professionals from an array of fields whose achievements point the way forward.

More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.

Ex-Oklahoma State University Cowboys player Brendon Evers says NCAA athletes need more guidance that reminds them to think about life after sports.

Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.

There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are still important for prospective customers.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

The Pentagon agreed to create streamlined processes for those discharged under "Don't Ask, Don't Tell" to apply for new military records.

The asset management giant called out the method of offsetting capital gains in this year's edition of its oft-cited study tracking the "alpha" of financial planning.