Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

A familiar bill is back—again. On 4, 2025, Rep. David Kustoff reintroduced legislation that could put more teeth into the TCPA by imposing criminal penalties on willful violators.

Interesting one for this Friday. In Bell v. Hawx 2025 WL 3677347 (E.D. Cal. Dec. 18, 2025) a defendant’s motion to dismiss had been granted because the plaintiff had failed to allege sufficient facts ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. Suzanne is a content marketer, writer, and ...

Whether by choice or circumstance, we sometimes find ourselves in continuous cycles. Either way this can be tough. One important factor is not holding on to blame, shame, anger, guilt and ...

I knew I found the right therapist when every mask I brought to session was accepted so much that I finally felt comfortable enough to not put one on anymore. I feel that therapy should be the space ...