Penny Gusner is a senior insurance writer and analyst at Forbes Advisor. For more than 20 years, she has been helping consumers learn how insurance laws, data, trends, and coverages affect them. Penny ...

Michelle is a lead editor at Forbes Advisor. She has been a journalist for over 35 years, writing about insurance for consumers for the last decade. Prior to covering insurance, Michelle was a ...

FIDx CEO Rich Romano says operational friction, compliance complexity and fragmented workflows, not lack of demand, are holding advisors back from delivering guaranteed income solutions at scale.

Self‑employed people juggle cash flow, taxes and retirement. A financial advisor can help you save money and keep your business and personal finances aligned ...

Advisor CRM, the only all-in-one AI-native CRM platform built exclusively for advisors, announced today that it has launched Trove, the wealth management industry's first-of-its-kind AI-native ...

From no-cost investing to full-service advice, these are the best financial advisors of 2026 and what makes each one worth considering.

Paying half a million dollars a year in life insurance premiums would sound extreme to most families. But for one woman with ...

Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

Independent insurance agency valuations are at historic highs, creating a compelling opportunity for owners to realize ...