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The key to financial freedom? Open conversations, survey finds

It's time we had the money talk, say 66% of Americans, who say conversations about money are the key to financial freedom. But taboos remain.

United statesAyo msekaCarol waddellElon muskMoney talksHarris pollEmpower personal

RIA Roundup: Atria to Acquire Grove Point Financial From Kestra

The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.

New yorkUnited statesOverland parkGrove pointKansas cityLong islandNewport beachSteven millerKirk brownDominic nolanEdward jonesDoug kettererDan fratantoroRob haggEd eckenroadKaren burkhart

Fortis Capital Advisors expands to the Pacific Northwest

/PRNewswire/ Fortis Capital Advisors, an emerging RIA based in the Kansas City area, announced today that it has expanded its national footprint with the.

United statesMatt joynerRob haggCapital advisorsKansas cityFinancial advisor matt joynerPacific northwest regionFortis capitalFortis capital advisorsVice presidentDenver based personal capitalEmpower personalPersonal capitalFisher investmentsBanking amp financial servicesPersonnel announcements

Best Personal Finance Software of 2023

We selected the best personal finance software for people who are new to managing money or who are experts and want to make a detailed budget.

Hr block tax softwareHr blockQuicken simplifiEmpower personal dashboardQuicken deluxeQuicken premierQuicken homeQuicken starterEmpower personalInvestment checkupGoogle sheetsGoogle spreadsheetsMonarch moneyRocket moneyTax slayerSimply free plan

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