Jake Safane has nearly 15 years of journalism and marketing experience on topics ranging from local entrepreneurship to international banking. He has written for publications such as The Economist, LA ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. Forbes' top advisor rankings, developed by SHOOK Research, are the only ...

Amicus Financial Advisors, LLC (“Amicus”) was ranked by USA Today/Statista as the #33 Best Financial Advisory Firm in the nation, making Amicus the highest ranked firm in Texas. Founded in 2005 as a ...

A few years ago, one of our earliest editions of our newsletter The Weekend Tea discussed the "Great Wealth Transfer"—a decades-long passing-on of cash, stocks, real estate properties, and other ...

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.

Explore the benefits of working with a financial advisor, identify key life stages when professional advice is valuable and learn how to select the right advisor for your needs Written By Written by ...

Forbes contributors publish independent expert analyses and insights. My writing showcases excellence in wealth management. The future of wealth management is here. We started our rankings initially ...