Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition ...

This "About" section is provided by P. Dean Lampe. For more than 30 years, Dean has specialized in helping families, individuals and other advisors maximize their potential for financial success. Dean ...

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering ...

As the federal government shutdown stretches past its second week, hundreds of thousands of workers are feeling the squeeze—and financial advisors say the crisis is laying bare how vulnerable many ...

The largest independent brokerages reaped the benefits of rising asset values and consolidation last year. Those trends drove some small but notable changes among the 15 biggest firms in the channel, ...

Jordyn joined Investopedia in February 2025. She was previously a freelance writer covering lifestyle, entertainment, politics in the Midwest, and more. monkeybusinessimages / Getty Images Two-thirds ...