The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Election results are (mostly) in, and Donald Trump’s resounding victory, combined with Republican control of the Senate and ...

The Fed cut rates in November, but banks are still paying high interest rates on high-yield savings accounts and combo ...

For years, I’ve worked with Investor Protection Trust to educate consumers about how to avoid bad financial advice. The first ...

Discover key differences between fiduciary advisors brokers, how CFP professionals uphold client-centered standards, and what to verify when choosing an advisor.

When the DOL unveiled the revamped rule roughly a year ago, President Joe Biden took an active part in its rollout, and the agency framed it as part of the administration's broader war on hidden fees.

Insights This couple have different points of view on spending.  A lot of their issues stem from how they were raised.  The ...

Nick Stewart (Ngāi Tahu, Ngāti Huirapa, Ngāti Māmoe, Ngāti Waitaha) is a financial adviser and CEO at Stewart Group, a Hawke’s Bay-based CEFEX & BCorp-certified financial planning and advisory firm.

These are today's mortgage and refinance rates. Even though the Fed cut rates this week, mortgage rates are likely to remain ...

The right advisor needs to be more than just knowledgeable; they need to connect with you on a personal level.

Your adviser will ideally be fee-only and will charge you a predetermined, agreed-upon fee for managing your assets.

Altruist Chief Operating Officer Mazi Bahadori agreed that a Trump administration would effectively end the fiduciary rule by ...