The team is led by Kenneth Spitzbard, who has been a financial advisor for four decades.

Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.

If you’re self-employed, an advisor could help you save.

The owners of privately held businesses need advice about their concentration risk, looming exit deals and family dynamics that tie their wealth to their companies, according to a new study.

Danika Waddell is the President and Founder of Xena Financial Planning where she primarily serves women in tech. Recognized by Investopedia as a Top 100 Advisor in 2022 and 2023, she was also named a ...

Travel advisor remains one of the hottest careers in the U.S., according to LinkedIn's latest Jobs on the Rise report for 2026. The all-important profession ranked as high as fifth in 2025, but still ...

Financial advisors spend a lot of their time with clients looking ahead—sometimes zeroing in on how to fund a retirement that is decades away. But new challenges can emerge without warning. One such ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

Mark Cuban offered his advice for those seeking jobs in the era of artificial intelligence (AI), highlighting the benefits of working for smaller companies over large corporations. What Happened: ...

Even as the U.S. economy adds jobs, there are fewer entry-level positions for college graduates just entering the labor market. "For the first time in modern history, a bachelor's degree is no longer ...

As the financial advisory industry evolves and firms change to fits new needs, they’re looking at different types of talent than they did before, according to a new report from Deloitte. The global ...

When Mark Gilbert co-founded Zocks three and a half years ago, he saw a simple but transformative opportunity: help financial advisors reclaim time lost to administrative work. “We just started off ...