Atlanta: "Sometimes I get the feeling that the affluent are expecting too much out of us," lamented John during a New World Advisor workshop. He then admitted, "I'm just not certain I'm cut out to be ...

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

Now in its seventh year, CNBC's Financial Advisor 100 list recognizes the best financial advisors and top firms. For 2025, CNBC's top-ranked firm is Parsons Capital Management, based in Providence, ...