In a world filled with numbers, graphs, and perplexing financial jargon, the need for a financial advisor has never been more essential. These number-savvy superheroes are equipped with capes made of ...

It's been a long, tough year for wealth management, and we could all use a laugh. Fortunately, financial advisors have supplied the jokes. Financial Planning has conducted a scientific survey of ...

When you took a job as a financial advisor, you probably didn’t think you’d need to bring a sense of humor to work every day. However, we’ve come to learn from various studies and anecdotal evidence ...

MINNEAPOLIS -- Suzi Pritchett makes no bones about it. She hates financial planning. "I'm no dummy, but when it comes to figuring out IRAs, mutual funds, stock quotes, where to invest -- oops did that ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...