Learn more Yes, financial advisers can be pricey — but for some, they are well worth the money. Here’s who might benefit ...

Learn how independent financial advisors operate.

Dear Quentin, I am 66 years old and have been retired for about a year and a half. My retirement savings are still primarily ...

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

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

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

We recently got a question from a reader that we see often — about whether a financial adviser can add enough value if the adviser doesn’t consistently beat the market. The answer is yes — if you find ...

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

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.

The number of new financial advisers barely offsets rookie washouts, underlining the need for the industry to attract and retain talent, according to The Cerulli Report—U.S. Advisor Metrics 2023, ...

Financial advisors are not required to have university degrees, but are required to pass certain exams by the Financial Industry Regulatory Authority.

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.