Wellness

Wealthy, bold-faced names are setting up camp in the tony skiing enclave.

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.

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

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.

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

How they’re hiring, striving and even thriving under new conditions.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

The deadline to apply is Sept. 27.

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

Recessions, bubbles and bear markets can teach advisors about the general investing public they look to serve.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.