Jaclyn Does My Job is now streaming on the WCIA 3+ streaming app. In this episode, ciLiving Host Jaclyn Friedlander talks with John Savarino of Rooted Wealth Advisors to learn about his career. John ...

For all of the transformative capabilities of artificial intelligence (AI), AI chatbots are still in their infancy stage. While applications like ChatGPT provide generic information that can be used ...

Young adults face distinct financial opportunities, including early career challenges, figuring out how best to handle student loans, renting or buying a residence, starting a retirement savings ...

When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

Nearly half of Americans — 47% — don't have a written financial plan, according to a recent study. Working with a financial advisor can help turn haphazard progress into a firmer path. Here's how ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

Christian Allred has been a professional writer since 2020. He's written for some of the industry’s top brands and publications, including Rocket Mortgage, PropStream, Propmodo, and CRE Daily.