Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Learn how independent financial advisors operate.

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 ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial future ...

Robo-advisors have gained popularity in recent years, but they come with some pros and cons. While a robo-advisor manages your investments algorithmically, a financial advisor is a human who provides ...

As your finances become more complex, you may seek a financial advisor. These are some of the situations when it makes sense ...

The role of a financial advisor is one that someone should unequivocally trust. If you are a fiduciary, you should be able to present your clients with recommendations that don’t serve your interests.

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

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

A good financial advisor can help you grow your wealth, but the wrong one will charge high fees and promise big returns but deliver little to you.

Jason and Louis Diamond explore key advisor developments from 2025 and predict major trends for 2026 including deal ...

If there ever was a time that Americans needed the services of financial advisors, it is now. Half of Americans don’t feel ready for retirement or prepared for unexpected expenses, according to a ...