America’s Safest Big Cities – 2026 Study
Choosing where to live can involve balancing opportunity and security. Big cities offer diverse job markets, extensive amenities and greater access to public services. But they also sometimes come with more acute safety concerns. While no major population center is entirely free from danger, some are more successful than others at creating environments where people… read more…
Event Marketing Automation Tools for Financial Advisors
Hosting events offers an opportunity to market your business to prospective clients or deepen relationships with existing clients in an informal, low-pressure environment. You can tailor events to your target audience and use the time to share some of your expertise and knowledge. Just over a quarter of advisors use these types of events to… read more…
12 AI Productivity Solutions for Financial Advisors
Artificial intelligence is increasingly making inroads in the financial services space. Among advisors, 70% say they use at least one AI tool in their practice, according to an April 2026 Pulse Survey conducted by InspereX.1 Technology can help you run your business more efficiently, and there are a variety of options to choose from. Some… read more…
What to Do With a $250K Inheritance
A $250,000 inheritance could offer you the chance to pay off debt, build up your savings or invest long-term. While this amount is smaller than a multimillion-dollar estate, you may assume it doesn’t require much planning. That assumption could cost you. Even a modest inheritance can create avoidable tax consequences if you make the wrong… read more…
Editor's Picks
CFA vs. CFP®: Which Do You Need?
Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…
6 Tips for Choosing a Wealth Management Firm
Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…
What Is a Fee-Only Financial Planner?
If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…
Why First Homes Could Be Investment Properties
If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…
Data Articles and Studies
America’s Safest Big Cities – 2026 Study
Choosing where to live can involve balancing opportunity and security. Big cities offer diverse job markets, extensive amenities and greater access to public services. But they also sometimes come with more acute safety concerns. While no major population center is entirely free from danger, some are more successful than others at creating environments where people… read more…
Where Dedication Pays: Jobs With the Biggest Earning Upside
Some occupations offer substantial earning potential for workers who perform at an exceptional level and prioritize career advancement. In these fields, top earners may make several times more than the median worker, creating wide differences in compensation within the same occupation. For ambitious workers willing to build experience, sustain high performance and remain geographically mobile,… read more…
Where Job Scams Happen Most – 2026 Study
For job seekers, the search for a new role now comes with an added source of stress: determining whether an opportunity is real or an attempt to exploit their need for work. Employment scams rank among the most common types of consumer fraud, and they’re on the rise, according to the Better Business Bureau. Scammers… read more…
America’s Most Innovative States
Innovation can attract investment and reshape economies. The U.S. Economic Development Administration identifies innovation as a driver of global competitiveness, job creation and economic growth. However, innovation activity varies substantially by region. Some states generate more patents, support greater research and development activity, and attract more venture capital than others, giving them a stronger foundation… read more…
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