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

Managing debt can feel overwhelming, but a financial debt advisor can help you create a plan, explore your options and ...

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 ...

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 ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.

Learn how independent financial advisors operate.

You’ve heard the old saying, “No one is an island.” But when it comes to your personal finances, you’ve been feeling quite adrift. Your debt is like a pack of sharks circling your personal island.

Life is full of big decisions. When it comes to your financial future, it is best to have an expert who can offer the right guidance and advice to help you obtain your individual goals and meet your ...

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

Major life events often come with major financial decisions. A new job is cause for celebration, but how will the switch impact your plans for retirement? Should you make contributions to a ...

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 ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.