How AI is Impacting the Financial Advisor Industry, According to ComparisonAdviser Article
ComparisonAdviser's latest article examines how the implementation of AI in financial advisor firms is affecting both professionals and clients, as well as what it means...
ComparisonAdviser’s Latest Study Investigates Whether Selling a Home in Retirement is a Smart Move
One's home is often their biggest and most important asset in their life. But should they sell it once they retire to bolster their funds?...
Parallel Advisors Announces Appointment of David Canter to Board of Directors
Parallel Advisors, a premier independent wealth management firm, today announced the appointment of David Canter to its Board of Directors. Canter, a well respected expert...
Why Families Should Start Planning for the Great Wealth Transfer Now, According to ComparisonAdviser Study
The Great Wealth Transfer makes financial advice a necessity now more than ever. With proper planning, one can ensure their wishes are met and preserve...
Northwestern Mutual: 5 Things for Home Buyers to Think of When Buying Their Dream Home
Buying a dream home is an exciting milestone in anyone's life, but it's also a decision that requires careful consideration. There are plenty of factors...
Northwestern Mutual: Ways Parents Can Plan for Their Children’s Future
For parents, planning for their child's future is about laying the groundwork for success, happiness, and security that will last a lifetime. Here are several...
Here’s How Many People Use a Financial Advisor to Manage Their Portfolio, per ComparisonAdviser Survey
Just 9% of American investors in a recent ComparisonAdviser study say they use a human financial advisor to manage their investments. In its recent study,...
Joseph Waitkevich of Concord Wealth Partners and Divorce Financial Solutions Achieves CDFA™ Designation
Joseph Waitkevich, a Wealth Advisor at Concord Wealth Partners and Divorce Financial Solutions, has obtained the certification of Certified Divorce Financial Analyst™ (CDFA™). This esteemed...
Succession Resource Group Research Finds 2024 Advisor Valuations Rebound to All-Time Highs
Succession Resource Group, Inc. (SRG) published its eighth annual review of advisor acquisition activity, unveiling key trends for advisors interested in buying, selling, and succession...
United Capital Selects Zoe Financial as its Digital Wealth Platform Solution
Zoe Financial, a leading modern wealth platform for digital-first affluent clients, is excited to announce its strategic partnership with United Capital Financial Advisors. This collaboration...