Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Discover essential financial planning strategies for non-profit employees to achieve financial stability and secure their ...

Today’s financial environment has many clients in “reaction mode”—adapting to the ever-changing landscape. In my recent conversations, many of my clients want to know how to manage the impact of ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

When it comes to financial advice, what you pay can vary based on what you get. An advisor who simply sets you up with a ...

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

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...