10 Worst Financial Advisor Cases of 2025

Published on December 18, 2024

While most advisors seek to do right by clients, a few break the rules — financially and otherwise.

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Augmented Humanity: How Tech Empowers Advisors to be Mechanics and Guides

December 18, 2024
Shaping Wealth founder Brian Portnoy discusses the concept of augmented humanity—the idea that technology doesn’t replace us but enhances our brilliance and creativity.

Top 10 Cities Where Boomers Are Moving: 2024

December 18, 2024
SmartAsset analyzed Census data on 267 U.S. cities with populations of 100,000 or more.      Related Stories10 Worst Cities for Property Taxes7 Ways the New House Spending Package Could Affect Older ClientsWhen Disaster Strikes, Raymond James Gets to (Volunteer) Work