The world of financial advice can feel like alphabet soup: CFP, RIA, CPA, fiduciary, broker, fee-based, fee-only; it’s enough ...

I’m afraid of financial advisers. All they do is get my money. I want help, so what should I do? What’s the solution for ...

A financial advisor helps you manage your finances and make informed decisions based on your goals. Learn when you may need ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new ...

They say that they believe the discussion about the use of financial advisors has become counter-productive, and that they do provide a very valuable service, and they have experience and ...

For the typical advisor, client meetings takes the largest share of time (22%) according to a new report from FUSE Research ...

While they have advantages and can help you build wealth, a financial advisor can do much more, especially building and personalizing a portfolio specific to your needs. One of the biggest ...

The administration says it is streamlining the system and going after waste and fraud, but financial advisors say some of their clients are concerned about their benefits. So for this week’s Barron’s ...

I am a healthy, active 69-year-old with $370,000 in equities but I’m getting nervous that stocks are overvalued. My portfolio has no bonds. I am interviewing financial planners but due to a negative ...

Question: “I’m afraid of financial advisers. All they do is get my money. I want help, so what should I do? What’s the solution for people who are wary like me?” Answer: Your hesitation is ...