The journey to becoming a financial advisor often begins with a bachelor's degree in a field such as finance, economics, accounting, or business. Courses in these fields provide a foundation in ...

A certified financial planner has met rigorous education requirements. CFPs can help with a variety of financial needs. Some CFPs bill their services by the hour, others by AUM fees. As you consider ...

If you’ve ever worked with a financial planner, you could be forgiven for thinking it’s an incredibly complex profession that takes years of intense study to even get started. But the door is easier ...

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 ...

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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 ...

A financial planner shares 5 smart wealth strategies retirees should consider now to protect their savings and thrive in ...

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The human side of financial planning will only become more important as technology handles the mechanical side.