Literacy

Shift from sales to planning. "There needs to be a huge shift in the financial industry, it really starts at the top, when we’re getting into the business all we are taught are sales processes.

Some people step over a dollar in order to pick up a dime. Often, it happens because people fail to grasp the value of dollars or cents, and lack the help to do so.

Everyone has a different level of investment knowledge. However, even economists, CEOs, and others with a financial background need education, guidance, and support when it comes to

A recent financial industry trend has been to introduce technological tools designed to automate the wealth management process.

Have you heard the expression, “You cannot see the forest for the trees”? This describes the plight of many investors, as they focus on a singular aspect of their

Some financial planners take an impersonal approach to their client relationships. They treat their clients’ investments and portfolio as strictly financial transactions, and pay little attention to

In a rare interview, David Rockefeller Jr., chairman of Rockefeller & Co., recently told CNBC that family meetings, allegiance to their family history, and family values have helped the iconic

As lifespans grow longer and college costs rise faster than the inflation rate, many would-be retirement savers find themselves stuck in the “sandwich generation,” caring for elderly relatives

Albert Einstein is credited with saying “I speak to everyone in the same way, whether he is the garbage man or the president of the university.”

Sticking to a long-term investment strategy can help you work towards financial independence for your future. Often, though, the rollercoaster ride of economic market

When it comes to money matters, we exhibit a variety of learned tendencies that we all play out every day. For instance, one person may avoid dealing with a difficult financial situation

You could say that Nancy Riedel follows in her father’s footsteps, even though he wasn’t a financial professional.