Exit planners, CPAs, CFPs, attorneys and other advisors know the rigors of the business world inside and out. Every business is unique, and so are owners' needs—especially when they are in the market ...

Not all financial advisors are created equal. For busy entrepreneurs and business leaders, your money is your livelihood. You’ve worked hard to make it, you’ve worked hard to keep it, and the hands ...

Use this guide to select a financial advisor who not only understands your unique financial needs but also has the expertise, experience and connections to support your business and personal goals ...

Learn how independent financial advisors operate.

If you run a small business, there’s already a lot on your plate. You’re in charge of managing employees, overseeing marketing campaigns and delivering services to your customers. But who keeps an eye ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...