Key Points If you’re going to have a financial advisor, it’s important to find the right person for the job. Ask about ...

These advisors understand how to manage retirement cash flow. They help people transition from an annual salary to living off their assets. Retirement advisors examine appropriate investments, Social ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con ...

In 2019, I wrote an article in response to the influx of robo-advisors in the financial planning space. Today’s investors can open an account, answer a few questions about their risk tolerance, and in ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

Understand what a fiduciary designation entails and how it sets these financial advisors apart Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance ...

Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.

If you’re reading this, you probably have a good problem. Your daily finances are stable, and those savings accounts are going up. But you know that those savings will be eaten away by inflation if ...

“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 ...