From family squabbles to inflation and FOMO, advisors reveal the frights that keep their wealthy clients up at night, and how ...

Deciding when to retire is one of the most significant financial decisions your clients will make. As an advisor, your role is crucial in guiding them through this complex process, ensuring they have ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Cheryl Canzanella, right, lost her husband, Colin Goodell, left, to an accidental opioid overdose in 2017. When Cheryl Canzanella says "opioid addiction doesn't discriminate," she is speaking from ...

In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...

However, conflicts of interest can occur when advisors get too close to a client. Sometimes you need to take a step back to ...

For many clients, creating an estate plan is an important milestone—a moment that brings relief, a sense of responsibility fulfilled and the comfort of knowing loved ones will be taken care of. But ...

Gregg George, J.D., LL.M., managing director and senior client advisor at Crescent Grove Advisors, works closely with C-suite executives, entrepreneurs and other first-generation wealth stewards to ...

The new Auto Commentary feature of BlackRock’s Aladdin platform will comb through various data inputs to give advisors ...

While a recent study credits employers for helping improve workers’ financial health this year, financial advisors also can assist clients in improving their financial stability, according to Marci ...

Why do investors pay advisors? According to our recent research, investors value advisors who provide advice they can rely on, offer goals-based planning, help them stay on track, and (to a certain ...

Financial advisor fees depend on how the advisor is paid and on the complexity of your situation. It’s fairly standard for financial advisor AUM fees to amount to around 1% of your assets. Fee-only ...