When it comes to managing your money, few decisions carry more weight than choosing the right financial advisor. This person will not only guide your investment strategies, tax planning, and ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Finding a good independent financial advisor involves evaluating their qualifications, understanding what services they offer and determining their compatibility with your financial goals. Independent ...

Learn effective strategies to locate and select a financial advisor in your area Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

“Fiduciary” sounds simple: put the client first. But here’s the truth—not all fiduciary financial advisors are equal. Some meet only the minimum legal bar. Others add rigorous training, broad planning ...

A new J.D. Power analysis suggests that when it comes to meeting the needs of financial advisors, the websites of many asset managers are barely scraping by. Processing Content Released last week, the ...

Advisor fees vary widely. Know about advisor costs with our financial advisor fee calculator, which also estimates investment growth. Many, or all, of the products featured on this page are from our ...

With this in mind, we reached out to Brian Thorp, founder, CEO and editor-in-chief of Wealthtender, who brought an entrepreneurial mindset and independent approach to building an integrated ...

Most advisors are stating a value proposition somewhere in their marketing materials and digital presence—but they’re probably not doing so effectively, according to “Advisor Value Propositions: How ...

When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wealth or reaching goals — it’s about making sure their ...