Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Several years ago, I was retained by an affluent family to help them with their long-term planning. We started the engagement with a day-long “discovery” session for the extended family at the ...

George Nichols III, currently the 10th President and CEO of The American College of Financial Services, has thought a lot about the meaning of wealth during his impressive career. In addition to ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some investors ...