Think about what you could receive from a $1 million annuity as you plan for retirement.
New Bitcoin ETFs Are Raking in Cash but Not From Financial Advisors. Here’s Why.
PCIA’s Director of Investments, Will McGough, CFA®, discusses Bicoin with Barron’s
Manage My Wealth, Please
Plan advisers note increased demand from participants for individual wealth management, noting that they can often do so at lower fees or more creative fee models.
Corporate Roundup: MetLife, Fidelity Partnership, PCIA Scholarship for Women
PCIA launches scholarship for women in financial services.
Prime Capital Announces Scholarship Fund Encouraging Women to Work in Finance
The program aims to support diversity in the financial services industry.
Top Women Wealth Advisors Best-In-State
The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion.
Six of the Best Budgeting Apps
Popular budgeting app Mint is shutting down. We’ve found some alternative options.
5 Tips I Give To My Female Millionaire Clients
You might not be a millionaire — yet — but many of the financial planning strategies that apply to the wealthy also apply to those who haven’t quite hit the seven-figure mark.
Estate Planning Checklist
Bull market provides advisors with breathing room to improve their practices – and get those new year’s resolutions on record.
Estate Planning Checklist
An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential. It also has tax benefits.