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People’s United Advisors, citing recent turmoil, urges wealth management updates

"We view financial planning as a process that goes way beyond just investments," said People's United Advisors' Zuzana K. Brochu.

RDM Group names Jeffrey Corliss managing director and partner

Earlier in his career, he was a financial planning director at Barnum Financial Group in Shelton.

What you need to know about financial planning for college...

There are many ways to save for college education. It’s the how and where that is the hard part. 

Jackson, Grant Investment Advisers debuts 401(k) Champion Awards

"The best time to invest for retirement is when you are young," said Julie Jason, founder of Jackson, Grant Investment Advisers.

Does socially responsible investing still matter?

While tying investments to personal values isn't as prominent as during the 1980s and 1990s, it has not disappeared.

Stamford community bank launches advisory unit

First County Advisors will offer investment management, financial planning, trust administration, estate planning and fiduciary services for consumers and business clients.

Financial planners see rise in demand

Financial planners and attorneys who work in estate planning have seen a noticeable increase in demand for their services as uncertainty over the tax situation reigns.