A financial debt advisor can help you make a repayment plan.

Learn how independent financial advisors operate.

Among the larger financial advisory firms, true flat-fee models aren’t as common as AUM models. However, some companies that charge an AUM fee for investment management also offer stand-alone or ...

Most individual investors cannot invest in private companies that have issued shares of stock without registering the shares with the Securities and Exchange Commission. The exception is someone who ...

Have a question for Nancy Jiang or our other editors? Ask here for a chance to be featured in a story. Submit your question This form is protected by reCAPTCHA ...

Financial advisors help you manage your money and prepare for your financial future. They can earn advisory fees or commissions on the products they sell. Robo-advisors are a low-cost alternative if ...

One of the pieces of advice new advisors may hear is to choose a niche. A niche reflects your ideal client audience; it's who ...

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.

Discover nine essential ways AI helps financial advisors enhance client services, optimize portfolios, assess risks, and streamline operations effectively.

With a retirement crisis looming, the financial services industry needs to work toward one consistent set of rules, ...

In a sense, Dan Cunningham, the founder and CEO of One Day in July financial advisors, has completed a circle.

Discover how financial advisors earn their income through base salaries, commissions, and fees. Learn the differences between ...