Verde Clean Fuels named George Burdette as chief executive officer and engaged Roth Capital Partners as financial advisor to help evaluate strategic alternatives. Burdette is currently Verde's chief ...

A San Antonio woman and former financial advisor pleaded guilty Thursday for her alleged role in a Ponzi scheme with two Lubbock businessmen.

Auslander is a certified financial planner, as well as the president of SeaBridge Private Wealth, a division of SeaBridge Investment Advisors LLC. He believes it’s important for people to separate fin ...

Tensions involving Iran are already pushing up energy and food costs. A financial advisor shares practical steps to protect your budget and investments.

Most financial advisors will tell you about a dozen or so dividend EFTs that they tell everyone about. Your financial advisor ...

As financial advisors set their sights on the wealthiest Americans, mainstream investors are getting squeezed out. Here’s ...

Jamie Williams, Barron’s 25th-ranked advisor in Michigan, does his own investment research and buys individual stocks and bonds. That has helped him build a thriving practice.

In the Forbes Wealth Advisor category, Edward Jones Advisor Lori Blum was named the top Financial Advisor in Gretna, 42nd in ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

One of the main benefits of working with a financial advisor is receiving a personalized client experience. And what adds value for each client is very personal. Your clients want you to understand ...

Learn what they do and how they differ from other professionals.

From 2020 through 2024, as a financial advisor, you likely fielded frequent off-the-cuff questions from clients reaching out ...