Investors looking to take a flyer on the “budding” industry need to understand that risks go up when companies “touch the plant.” Safer plays are further down the supply chain.

Cannabis has been legalized for medical use in 29 states and approved for recreational use in...

Wealthfront and Betterment announced new SRI functionality.

Socially responsible investing (SRI) is one of the hottest trends in financial services, and the wealthtech companies don’t want to miss out.

The same day Morningstar announced a new sustainable investing initia...

Many Americans fared poorly in a retirement literacy survey conducted by the American College of Financial Services, according to an article from the Chicago Tribune. Only 38% of the participants were aware that the maximum sustainable withdrawal rate is 4% for a nest...

Motivated more by purpose than profits, “Survivor” clients may resist logical advice about how to curb stock market losses.

Some clients like to win at any cost and will take great risks with their money. Others are so protective of their assets that it’s tough to get t...

Many advisors use a goals-based investing approach, where success involves progress towards a specific life goal, such as funding retirement. And while 94 percent of ultra high net worth investors believe their financial advisors use a goals-based approach, these inves...

When it comes to investing, building a balanced, diversified portfolio is of the utmost importance. You don’t want to find yourself over-exposed in one area - no investor wants to put all of their eggs in one basket, after all.

But getting the portfolio right at the beg...

A financial planner should not be confused with a financial plan. Every actor needs a financial plan, a strategy toward reaching small, incremental goals to propel the actor out of the starving-artist mentality. Actors at every level of professionalism should conduct t...

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